Accordant Advisory Group’s Williams-Sonoma WSM Stock Holding History

Accordant Advisory Group’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 Q2	$17K	Hold	73	–	–	0.01%	149
2026 Q1	$13.3K	Buy	+73	New	+$14.6K	0.01%	154

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accordant Advisory Group's WSM Position: Q2 2026 in Review

Accordant Advisory Group held its Williams-Sonoma (WSM) position steady in Q2 2026 at 73 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #149.

Accordant Advisory Group first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Accordant Advisory Group held 73 shares of Williams-Sonoma worth $17K as of Q2 2026.
Accordant Advisory Group left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #149 holding.
Accordant Advisory Group first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.