PWPS
W icon

Pinnacle Wealth Planning Services’s Wayfair W Stock Holding History

Pinnacle Wealth Planning Services’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 		$62.9K Sell
681
-9
-1% -$663 0.01% 1123
2026
Q1 		$51.9K Sell
690
-978
-59% -$88.5K 0.01% 1184
2025
Q4 		$167K Buy
+1,668
New +$160K 0.02% 537
2021
Q1 		– Sell
-10
Closed -$2K – 1921
2020
Q4 		$2K Buy
+10
New +$2.65K ﹤0.01% 2003

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's W Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Wayfair (W) stake by 1.3% in Q2 2026, selling an estimated $663 and leaving 681 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #1123.

Pinnacle Wealth Planning Services first reported a position in W in Q4 2020 and has held it in 4 quarters since. The position peaked at $167K in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Pinnacle Wealth Planning Services held 681 shares of Wayfair worth $62.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 9 Wayfair shares in Q2 2026, an estimated $663.
  • Wayfair made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1123 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wayfair in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Wayfair position peaked at $167K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.