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Picton Mahoney Asset Management’s Wayfair W Stock Holding History

Picton Mahoney 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
Q1 		– Sell
-36,380
Closed -$3.65M – 1427
2025
Q4 		$3.65M Buy
+36,380
New +$3.5M 0.03% 371
2025
Q3 		– Sell
-16,038
Closed -$820K – 1219
2025
Q2 		$820K Buy
16,038
+11,738
+273% +$438K 0.01% 418
2025
Q1 		$138K Sell
4,300
-30
-0.7% -$1.25K ﹤0.01% 416
2024
Q4 		$192K Sell
4,330
-32,567
-88% -$1.54M ﹤0.01% 345
2024
Q3 		$2.07M Buy
36,897
+32,207
+687% +$1.55M 0.07% 211
2024
Q2 		$248K Buy
+4,690
New +$278K 0.01% 268
2024
Q1 		– Sell
-18
Closed -$1K – 471
2023
Q4 		$1K Hold
18
– – ﹤0.01% 424
2023
Q3 		$1K Hold
18
– – ﹤0.01% 410
2023
Q2 		$1K Hold
18
– – ﹤0.01% 428
2023
Q1 		$1K Buy
18
+1
+6% +$44 ﹤0.01% 490
2022
Q4 		$1K Hold
17
– – ﹤0.01% 634
2022
Q3 		$1K Hold
17
– – ﹤0.01% 732
2022
Q2 		$1K Buy
+17
New +$1.2K ﹤0.01% 854

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

Picton Mahoney Asset Management's W Position: Q1 2026 in Review

Picton Mahoney Asset Management sold out of Wayfair (W) in Q1 2026, closing a stake of 36,380 shares — an estimated $3.65M sold.

Picton Mahoney Asset Management first reported a position in W in Q2 2022 and held it in 13 quarters. The position peaked at $3.65M in Q4 2025. 444 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Picton Mahoney Asset Management reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 36,380 Wayfair shares in Q1 2026, an estimated $3.65M.
  • Picton Mahoney Asset Management first reported a position in Wayfair in Q2 2022 and held it in 13 quarters.
  • Picton Mahoney Asset Management's Wayfair position peaked at $3.65M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.