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 Q1	$310K	Buy	+4,122	New	+$373K	﹤0.01%	1338

Other funds holding W

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

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

United Capital Financial Advisors's W Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Wayfair (W) in Q1 2026: 4,122 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings.

443 funds tracked by Wall St. Rank hold W as of Q1 2026.

United Capital Financial Advisors held 4,122 shares of Wayfair worth $310K as of Q1 2026.
Wayfair was a new United Capital Financial Advisors position in Q1 2026.
Wayfair made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1338 holding.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.