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Montag & Associates’s Wayfair W Stock Holding History

Montag & Associates’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.68M Buy
+35,660
New +$3.23M 0.12% 149

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Associates's W Position: Q1 2026 in Review

Montag & Associates opened a new position in Wayfair (W) in Q1 2026: 35,660 shares worth $2.68M. The stake represents 0.12% of the portfolio and ranks #149 among its holdings.

443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Montag & Associates held 35,660 shares of Wayfair worth $2.68M as of Q1 2026.
  • Wayfair was a new Montag & Associates position in Q1 2026.
  • Wayfair made up 0.12% of Montag & Associates's portfolio in Q1 2026, its #149 holding.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.