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Root Financial Partners’s Wayfair W Stock Holding History

Root Financial Partners’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 		$10.9K Sell
145
-15
-9% -$1.36K ﹤0.01% 1647
2025
Q4 		$16.1K Buy
160
+53
+50% +$5.1K ﹤0.01% 1286
2025
Q3 		$9.56K Buy
+107
New +$7.84K ﹤0.01% 1472

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

Root Financial Partners's W Position: Q1 2026 in Review

Root Financial Partners reduced its Wayfair (W) stake by 9.4% in Q1 2026, selling an estimated $1.36K and leaving 145 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Root Financial Partners first reported a position in W in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Root Financial Partners held 145 shares of Wayfair worth $10.9K as of Q1 2026.
  • Root Financial Partners sold 15 Wayfair shares in Q1 2026, an estimated $1.36K.
  • Wayfair made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1647 holding.
  • Root Financial Partners first reported a position in Wayfair in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Wayfair position peaked at $16.1K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.