Optimist Retirement Group’s Wayfair W Stock Holding History

Optimist Retirement Group’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	$314K	Sell	4,180 -980	-19%	-$88.7K	0.14%	88
2025 Q4	$518K	Sell	5,160 -119	-2%	-$11.4K	0.24%	56
2025 Q3	$472K	Buy	+5,279	New	+$387K	0.21%	60
2024 Q3	–	Sell	-4,379	Closed	-$231K	–	132
2024 Q2	$231K	Buy	4,379 +568	+15%	+$33.7K	0.12%	86
2024 Q1	$259K	Buy	+3,811	New	+$215K	0.13%	70

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Optimist Retirement Group's W Position: Q1 2026 in Review

Optimist Retirement Group reduced its Wayfair (W) stake by 19% in Q1 2026, selling an estimated $88.7K and leaving 4,180 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #88.

Optimist Retirement Group first reported a position in W in Q1 2024 and has held it in 5 quarters since. The position peaked at $518K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Optimist Retirement Group held 4,180 shares of Wayfair worth $314K as of Q1 2026.
Optimist Retirement Group sold 980 Wayfair shares in Q1 2026, an estimated $88.7K.
Wayfair made up 0.14% of Optimist Retirement Group's portfolio in Q1 2026, its #88 holding.
Optimist Retirement Group first reported a position in Wayfair in Q1 2024 and has held it in 5 quarters since.
Optimist Retirement Group's Wayfair position peaked at $518K in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.