Superior Planning, LLC’s Williams-Sonoma WSM Stock Holding History

Superior Planning, LLC’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.28K	Buy	+10	New	+$2.31K	﹤0.01%	1515

Other funds holding WSM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Superior Planning, LLC's WSM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Williams-Sonoma (WSM) in Q3 2026: 10 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings.

759 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Superior Planning, LLC held 10 shares of Williams-Sonoma worth $2.28K as of Q3 2026.
Williams-Sonoma was a new Superior Planning, LLC position in Q3 2026.
Williams-Sonoma made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1515 holding.
759 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.