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Plante Moran Financial Advisors’s Wayfair W Stock Holding History

Plante Moran Financial Advisors’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
2025
Q2 		– Sell
-232
Closed -$7.43K – 867
2025
Q1 		$7.43K Buy
+232
New +$9.65K ﹤0.01% 613

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Plante Moran Financial Advisors's W Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Wayfair (W) in Q2 2025, closing a stake of 232 shares — an estimated $7.43K sold.

Plante Moran Financial Advisors first reported a position in W in Q1 2025 and held it in 1 quarter. The position peaked at $7.43K in Q1 2025. 334 funds tracked by Wall St. Rank hold W as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Wayfair position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 232 Wayfair shares in Q2 2025, an estimated $7.43K.
  • Plante Moran Financial Advisors first reported a position in Wayfair in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Wayfair position peaked at $7.43K in Q1 2025.
  • 334 funds tracked by Wall St. Rank held Wayfair as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.