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SageView Advisory Group’s Wayfair W Stock Holding History

SageView Advisory Group’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 		– Sell
-475
Closed -$47.7K – 2405
2025
Q4 		$47.7K Buy
+475
New +$45.7K ﹤0.01% 1094
2024
Q2 		– Sell
-13,811
Closed -$300K – 801
2024
Q1 		$300K Buy
+13,811
New +$781K 0.02% 413

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $258M AUM 80.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's W Position: Q1 2026 in Review

SageView Advisory Group sold out of Wayfair (W) in Q1 2026, closing a stake of 475 shares — an estimated $47.7K sold.

SageView Advisory Group first reported a position in W in Q1 2024 and held it in 2 quarters. The position peaked at $300K in Q1 2024. 449 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • SageView Advisory Group reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 475 Wayfair shares in Q1 2026, an estimated $47.7K.
  • SageView Advisory Group first reported a position in Wayfair in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Wayfair position peaked at $300K in Q1 2024.
  • 449 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.