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PlanVest Financial’s WIX.com WIX Stock Holding History

PlanVest Financial’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.54K Hold
100
– – ﹤0.01% 470
2026
Q1 		$9.01K Buy
+100
New +$8.36K 0.01% 388

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

PlanVest Financial's WIX Position: Q2 2026 in Review

PlanVest Financial held its WIX.com (WIX) position steady in Q2 2026 at 100 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

PlanVest Financial first reported a position in WIX in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.01K in Q1 2026. 234 funds tracked by Wall St. Rank hold WIX as of Q2 2026.

  • PlanVest Financial held 100 shares of WIX.com worth $4.54K as of Q2 2026.
  • PlanVest Financial left its WIX.com share count unchanged in Q2 2026.
  • WIX.com made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #470 holding.
  • PlanVest Financial first reported a position in WIX.com in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's WIX.com position peaked at $9.01K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held WIX.com as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.