Total Wealth Planning & Management’s Warby Parker WRBY Stock Holding History

Total Wealth Planning & Management’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 Q2	$805K	Buy	+26,540	New	+$657K	0.54%	51

Other funds holding WRBY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VNIM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Total Wealth Planning & Management's WRBY Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Warby Parker (WRBY) in Q2 2026: 26,540 shares worth $805K. The stake represents 0.54% of the portfolio and ranks #51 among its holdings.

304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

Total Wealth Planning & Management held 26,540 shares of Warby Parker worth $805K as of Q2 2026.
Warby Parker was a new Total Wealth Planning & Management position in Q2 2026.
Warby Parker made up 0.54% of Total Wealth Planning & Management's portfolio in Q2 2026, its #51 holding.
304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.