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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
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 $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

Pinnacle Wealth Planning Services's W Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Wayfair (W) stake by 59% in Q1 2026, selling an estimated $88.5K and leaving 690 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #1184.

Pinnacle Wealth Planning Services first reported a position in W in Q4 2020 and has held it in 3 quarters since. The position peaked at $167K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Pinnacle Wealth Planning Services held 690 shares of Wayfair worth $51.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 978 Wayfair shares in Q1 2026, an estimated $88.5K.
  • Wayfair made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1184 holding.
  • Pinnacle Wealth Planning Services first reported a position in Wayfair in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Wayfair position peaked at $167K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.