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 Q2	$370	Buy	4 +3	+300%	+$221	﹤0.01%	1799
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SHP Wealth Management's W Position: Q2 2026 in Review

SHP Wealth Management increased its Wayfair (W) stake by 300% in Q2 2026, buying an estimated $221 and bringing the position to 4 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

SHP Wealth Management first reported a position in W in Q4 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

SHP Wealth Management held 4 shares of Wayfair worth $370 as of Q2 2026.
SHP Wealth Management bought 3 Wayfair shares in Q2 2026, an estimated $221.
Wayfair made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1799 holding.
SHP Wealth Management first reported a position in Wayfair in Q4 2025 and has held it in 3 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.