SWM
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SHP Wealth Management’s Wayfair W Stock Holding History

SHP Wealth Management’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 		$75 Sell
1
-2
-67% -$181 ﹤0.01% 1781
2025
Q4 		$301 Buy
+3
New +$289 ﹤0.01% 1433

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 $6.73T AUM 46.02% 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 $110B AUM 4.8% 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

SHP Wealth Management's W Position: Q1 2026 in Review

SHP Wealth Management reduced its Wayfair (W) stake by 67% in Q1 2026, selling an estimated $181 and leaving 1 share worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

SHP Wealth Management first reported a position in W in Q4 2025 and has held it in 2 quarters since. The position peaked at $301 in Q4 2025. 445 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • SHP Wealth Management held 1 share of Wayfair worth $75 as of Q1 2026.
  • SHP Wealth Management sold 2 Wayfair shares in Q1 2026, an estimated $181.
  • Wayfair made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1781 holding.
  • SHP Wealth Management first reported a position in Wayfair in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Wayfair position peaked at $301 in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.