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United Capital Financial Advisors’s Wayfair W Stock Holding History

United Capital Financial Advisors’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 		$342K Sell
3,700
-422
-10% -$31.1K ﹤0.01% 1309
2026
Q1 		$310K Buy
+4,122
New +$373K ﹤0.01% 1338

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

United Capital Financial Advisors's W Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Wayfair (W) stake by 10% in Q2 2026, selling an estimated $31.1K and leaving 3,700 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

United Capital Financial Advisors first reported a position in W in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • United Capital Financial Advisors held 3,700 shares of Wayfair worth $342K as of Q2 2026.
  • United Capital Financial Advisors sold 422 Wayfair shares in Q2 2026, an estimated $31.1K.
  • Wayfair made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1309 holding.
  • United Capital Financial Advisors first reported a position in Wayfair in Q1 2026 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.