OP Asset Management’s Wayfair W Stock Holding History

OP Asset Management’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 Q2	$6.52M	Buy	70,577 +4,119	+6%	+$303K	0.07%	210
2026 Q1	$5M	Buy	66,458 +48,596	+272%	+$4.4M	0.04%	253
2025 Q4	$1.79M	Sell	17,862 -6,560	-27%	-$631K	0.02%	468
2025 Q3	$2.18M	Buy	24,422 +11,959	+96%	+$876K	0.03%	412
2025 Q2	$637K	Hold	12,463	–	–	0.01%	645
2025 Q1	$399K	Buy	+12,463	New	+$518K	0.01%	694

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

OP Asset Management's W Position: Q2 2026 in Review

OP Asset Management increased its Wayfair (W) stake by 6.2% in Q2 2026, buying an estimated $303K and bringing the position to 70,577 shares worth $6.52M. The position accounts for 0.07% of the portfolio, ranked #210.

OP Asset Management first reported a position in W in Q1 2025 and has held it in 6 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

OP Asset Management held 70,577 shares of Wayfair worth $6.52M as of Q2 2026.
OP Asset Management bought 4,119 Wayfair shares in Q2 2026, an estimated $303K.
Wayfair made up 0.07% of OP Asset Management's portfolio in Q2 2026, its #210 holding.
OP Asset Management first reported a position in Wayfair in Q1 2025 and has held it in 6 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.