Wells Fargo’s Wayfair W Stock Holding History

Wells Fargo’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	–	Sell	-250,000	Closed	-$25.1M	–	7479
2025 Q4	$25.1M	Buy	250,000 +50,000	+25%	+$4.81M	﹤0.01%	1341
2025 Q3	$17.9M	Buy	+200,000	New	+$14.7M	﹤0.01%	1556
2025 Q1	–	Sell	-86,500	Closed	-$3.83M	–	7293
2024 Q4	$3.83M	Buy	86,500 +30,000	+53%	+$1.41M	﹤0.01%	2653
2024 Q3	$3.17M	Buy	56,500 +30,000	+113%	+$1.45M	﹤0.01%	2712
2024 Q2	$1.4M	Buy	+26,500	New	+$1.57M	﹤0.01%	3256
2023 Q3	–	Sell	-25,600	Closed	-$1.66M	–	7703
2023 Q2	$1.66M	Buy	+25,600	New	+$1.08M	﹤0.01%	3060
2022 Q4	–	Sell	-20,000	Closed	-$651K	–	7762
2022 Q3	$651K	Buy	+20,000	New	+$1.06M	﹤0.01%	3522
2021 Q4	–	Sell	-2,000	Closed	-$511K	–	7880
2021 Q3	$511K	Sell	2,000 -500	-20%	-$141K	﹤0.01%	4649
2021 Q2	$789K	Sell	2,500 -500	-17%	-$157K	﹤0.01%	4364
2021 Q1	$944K	Hold	3,000	–	–	﹤0.01%	4289
2020 Q4	$94K	Buy	+3,000	New	+$796K	﹤0.01%	5386
2020 Q3	–	Sell	-3,200	Closed	-$6K	–	6977
2020 Q2	$6K	Buy	+3,200	New	+$479K	﹤0.01%	5949
2018 Q3	–	Sell	-117,500	Closed	-$100K	–	6600
2018 Q2	$100K	Buy	+117,500	New	+$10.2M	﹤0.01%	5379

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

Wells Fargo's W Position: Q1 2026 in Review

Wells Fargo reduced its Wayfair (W) stake by 84% in Q1 2026, selling an estimated $63.7M and leaving 138,962 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Wells Fargo first reported a position in W in Q4 2014 and has held it in 46 quarters since. The position peaked at $84.6M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Wells Fargo held 138,962 shares of Wayfair worth $10.5M as of Q1 2026.
Wells Fargo sold 703,641 Wayfair shares in Q1 2026, an estimated $63.7M.
Wayfair made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1996 holding.
Wells Fargo first reported a position in Wayfair in Q4 2014 and has held it in 46 quarters since.
Wells Fargo's Wayfair position peaked at $84.6M in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.