Rothwell Investment Advisors, LLC’s Williams-Sonoma WSM Stock Holding History

Rothwell Investment Advisors, 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	$10.2K	Buy	+45	New	+$10.4K	0.01%	769

Other funds holding WSM

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

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WSM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Williams-Sonoma (WSM) in Q3 2026: 45 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings.

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

Rothwell Investment Advisors, LLC held 45 shares of Williams-Sonoma worth $10.2K as of Q3 2026.
Williams-Sonoma was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Williams-Sonoma made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #769 holding.
559 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.