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 Q2	–	Sell	-4,180	Closed	-$314K	–	125
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 $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

Optimist Retirement Group's W Position: Q2 2026 in Review

Optimist Retirement Group sold out of Wayfair (W) in Q2 2026, closing a stake of 4,180 shares — an estimated $314K sold.

Optimist Retirement Group first reported a position in W in Q1 2024 and held it in 5 quarters. The position peaked at $518K in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Optimist Retirement Group reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
Optimist Retirement Group sold 4,180 Wayfair shares in Q2 2026, an estimated $314K.
Optimist Retirement Group first reported a position in Wayfair in Q1 2024 and held it in 5 quarters.
Optimist Retirement Group's Wayfair position peaked at $518K in Q4 2025.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.