Activest Wealth Management’s Williams-Sonoma WSM Stock Holding History

Activest Wealth Management’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	$1.86K	Sell	8 -812	-99%	-$161K	﹤0.01%	866
2026 Q1	$150K	Buy	820 +14	+2%	+$2.79K	0.03%	177
2025 Q4	$144K	Sell	806 -30	-4%	-$5.62K	0.03%	182
2025 Q3	$163K	Buy	836 +36	+5%	+$6.88K	0.03%	147
2025 Q2	$131K	Sell	800 -2	-0.2%	-$314	0.03%	123
2025 Q1	$127K	Buy	802 +2	+0.3%	+$386	0.03%	117
2024 Q4	$148K	Hold	800	–	–	0.04%	95
2024 Q3	$124K	Hold	800	–	–	0.04%	107
2024 Q2	$113K	Buy	+800	New	+$119K	0.04%	120

Other funds holding WSM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

Activest Wealth Management's WSM Position: Q2 2026 in Review

Activest Wealth Management reduced its Williams-Sonoma (WSM) stake by 99% in Q2 2026, selling an estimated $161K and leaving 8 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Activest Wealth Management first reported a position in WSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $163K in Q3 2025. 325 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Activest Wealth Management held 8 shares of Williams-Sonoma worth $1.86K as of Q2 2026.
Activest Wealth Management sold 812 Williams-Sonoma shares in Q2 2026, an estimated $161K.
Williams-Sonoma made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #866 holding.
Activest Wealth Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 9 quarters since.
Activest Wealth Management's Williams-Sonoma position peaked at $163K in Q3 2025.
325 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.