Morgan Stanley’s Wayfair W Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73.5M | Buy |
977,357
+39,932
| +4% | +$3.61M | ﹤0.01% | 1728 |
|
|
2025
Q4 | $94.1M | Sell |
937,425
-1,240,209
| -57% | -$119M | 0.01% | 1505 |
|
|
2025
Q3 | $195M | Buy |
2,177,634
+1,151,277
| +112% | +$84.3M | 0.01% | 949 |
|
|
2025
Q2 | $52.5M | Sell |
1,026,357
-292,122
| -22% | -$10.9M | ﹤0.01% | 1878 |
|
|
2025
Q1 | $42.2M | Sell |
1,318,479
-814,488
| -38% | -$33.9M | ﹤0.01% | 1960 |
|
|
2024
Q4 | $94.5M | Buy |
2,132,967
+174,939
| +9% | +$8.25M | 0.01% | 1292 |
|
|
2024
Q3 | $110M | Buy |
1,958,028
+150,601
| +8% | +$7.25M | 0.01% | 1176 |
|
|
2024
Q2 | $95.3M | Buy |
1,807,427
+418,523
| +30% | +$24.8M | 0.01% | 1216 |
|
|
2024
Q1 | $94.3M | Sell |
1,388,904
-2,431,942
| -64% | -$137M | 0.01% | 1246 |
|
|
2023
Q4 | $236M | Sell |
3,820,846
-725,930
| -16% | -$37.9M | 0.01% | 1053 |
|
|
2023
Q3 | $275M | Sell |
4,546,776
-12,586
| -0.3% | -$875K | 0.03% | 580 |
|
|
2023
Q2 | $296M | Sell |
4,559,362
-3,590,133
| -44% | -$151M | 0.03% | 565 |
|
|
2023
Q1 | $280M | Buy |
8,149,495
+1,111,306
| +16% | +$49.2M | 0.03% | 580 |
|
|
2022
Q4 | $231M | Buy |
7,038,189
+670,591
| +11% | +$23.4M | 0.03% | 628 |
|
|
2022
Q3 | $207M | Sell |
6,367,598
-1,836,353
| -22% | -$97M | 0.03% | 559 |
|
|
2022
Q2 | $357M | Sell |
8,203,951
-323,513
| -4% | -$22.7M | 0.05% | 381 |
|
|
2022
Q1 | $945M | Sell |
8,527,464
-44,950
| -0.5% | -$6.33M | 0.13% | 171 |
|
|
2021
Q4 | $1.63B | Buy |
8,572,414
+246,249
| +3% | +$58.1M | 0.2% | 115 |
|
|
2021
Q3 | $2.13B | Buy |
8,326,165
+904,569
| +12% | +$255M | 0.29% | 75 |
|
|
2021
Q2 | $2.34B | Buy |
7,421,596
+3,339,317
| +82% | +$1.05B | 0.31% | 64 |
|
|
2021
Q1 | $1.28B | Sell |
4,082,279
-118,489
| -3% | -$35M | 0.19% | 130 |
|
|
2020
Q4 | $949M | Sell |
4,200,768
-497,444
| -11% | -$132M | 0.15% | 154 |
|
|
2020
Q3 | $1.37B | Buy |
4,698,212
+100,913
| +2% | +$27.6M | 0.26% | 87 |
|
|
2020
Q2 | $908M | Sell |
4,597,299
-171,244
| -4% | -$25.6M | 0.2% | 119 |
|
|
2020
Q1 | $255M | Buy |
4,768,543
+1,275,068
| +36% | +$97.6M | 0.07% | 254 |
|
|
2019
Q4 | $316M | Buy |
3,493,475
+515,917
| +17% | +$48.1M | 0.07% | 255 |
|
|
2019
Q3 | $334M | Buy |
2,977,558
+229,696
| +8% | +$29.4M | 0.09% | 226 |
|
|
2019
Q2 | $401M | Buy |
2,747,862
+708,922
| +35% | +$107M | 0.11% | 187 |
|
|
2019
Q1 | $303M | Buy |
2,038,940
+1,072,183
| +111% | +$140M | 0.09% | 247 |
|
|
2018
Q4 | $87.1M | Buy |
966,757
+655,443
| +211% | +$69M | 0.03% | 570 |
|
|
2018
Q3 | $46M | Buy |
311,314
+14,022
| +5% | +$1.78M | 0.01% | 1012 |
|
|
2018
Q2 | $35.3M | Sell |
297,292
-134,293
| -31% | -$11.7M | 0.01% | 1131 |
|
|
2018
Q1 | $29.1M | Buy |
431,585
+147,088
| +52% | +$12.4M | 0.01% | 1322 |
|
|
2017
Q4 | $22.8M | Buy |
284,497
+77,064
| +37% | +$5.41M | 0.01% | 1546 |
|
|
2017
Q3 | $14M | Sell |
207,433
-262,315
| -56% | -$19.5M | ﹤0.01% | 1938 |
|
|
2017
Q2 | $36.1M | Buy |
469,748
+158,898
| +51% | +$9.42M | 0.01% | 1088 |
|
|
2017
Q1 | $12.6M | Sell |
310,850
-216,634
| -41% | -$8.56M | ﹤0.01% | 1985 |
|
|
2016
Q4 | $18.5M | Sell |
527,484
-152,624
| -22% | -$5.49M | 0.01% | 1614 |
|
|
2016
Q3 | $26.8M | Sell |
680,108
-27,197
| -4% | -$1.1M | 0.01% | 1242 |
|
|
2016
Q2 | $27.6M | Sell |
707,305
-142,354
| -17% | -$5.68M | 0.01% | 1174 |
|
|
2016
Q1 | $36.7M | Sell |
849,659
-201,275
| -19% | -$8.33M | 0.01% | 933 |
|
|
2015
Q4 | $50M | Sell |
1,050,934
-90,051
| -8% | -$3.81M | 0.02% | 783 |
|
|
2015
Q3 | $40M | Buy |
1,140,985
+50,695
| +5% | +$1.94M | 0.01% | 924 |
|
|
2015
Q2 | $41M | Sell |
1,090,290
-46,591
| -4% | -$1.51M | 0.01% | 980 |
|
|
2015
Q1 | $36.5M | Buy |
1,136,881
+220,219
| +24% | +$5.47M | 0.01% | 1030 |
|
|
2014
Q4 | $18.2M | Buy |
+916,662
| New | +$22M | 0.01% | 1545 |
|
Other funds holding W
VCM
VPM
GHP
Morgan Stanley's W Position: Q1 2026 in Review
Morgan Stanley increased its Wayfair (W) stake by 4.3% in Q1 2026, buying an estimated $3.61M and bringing the position to 977,357 shares worth $73.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1728.
Morgan Stanley first reported a position in W in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.34B in Q2 2021. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.
- Morgan Stanley held 977,357 shares of Wayfair worth $73.5M as of Q1 2026.
- Morgan Stanley bought 39,932 Wayfair shares in Q1 2026, an estimated $3.61M.
- Wayfair made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1728 holding.
- Morgan Stanley first reported a position in Wayfair in Q4 2014 and has held it in 46 quarters since.
- Morgan Stanley's Wayfair position peaked at $2.34B in Q2 2021.
- 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.