Strategic Family Wealth Counselors’s Warby Parker WRBY Stock Holding History

Strategic Family Wealth Counselors’s Portfolio WRBY Stock Details WRBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$365K	Sell	17,306 -143	-0.8%	-$3.55K	0.1%	116
2025 Q4	$467K	Buy	17,449 +143	+0.8%	+$3.11K	0.1%	125
2025 Q3	$477K	Hold	17,306	–	–	0.12%	100
2025 Q2	$380K	Hold	17,306	–	–	0.11%	108
2025 Q1	$315K	Hold	17,306	–	–	0.1%	108
2024 Q4	$419K	Hold	17,306	–	–	0.14%	93
2024 Q3	$283K	Hold	17,306	–	–	0.1%	109
2024 Q2	$278K	Hold	17,306	–	–	0.11%	102
2024 Q1	$236K	Hold	17,306	–	–	0.09%	105
2023 Q4	$244K	Hold	17,306	–	–	0.1%	101
2023 Q3	$228K	Hold	17,306	–	–	0.11%	96
2023 Q2	$202K	Hold	17,306	–	–	0.09%	104
2023 Q1	$183K	Hold	17,306	–	–	0.09%	103
2022 Q4	$233K	Hold	17,306	–	–	0.12%	91
2022 Q3	$231K	Hold	17,306	–	–	0.11%	83
2022 Q2	$195K	Hold	17,306	–	–	0.09%	94
2022 Q1	$585K	Hold	17,306	–	–	0.24%	53
2021 Q4	$806K	Buy	+17,306	New	+$900K	0.26%	47

Other funds holding WRBY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Strategic Family Wealth Counselors's WRBY Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Warby Parker (WRBY) stake by 0.82% in Q1 2026, selling an estimated $3.55K and leaving 17,306 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #116.

Strategic Family Wealth Counselors first reported a position in WRBY in Q4 2021 and has held it in 18 quarters since. The position peaked at $806K in Q4 2021. 301 funds tracked by Wall St. Rank hold WRBY as of Q1 2026.

Strategic Family Wealth Counselors held 17,306 shares of Warby Parker worth $365K as of Q1 2026.
Strategic Family Wealth Counselors sold 143 Warby Parker shares in Q1 2026, an estimated $3.55K.
Warby Parker made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #116 holding.
Strategic Family Wealth Counselors first reported a position in Warby Parker in Q4 2021 and has held it in 18 quarters since.
Strategic Family Wealth Counselors's Warby Parker position peaked at $806K in Q4 2021.
301 funds tracked by Wall St. Rank held Warby Parker as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.