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 Q3	$9.12K	Buy	40 +32	+400%	+$7.39K	﹤0.01%	599
2026 Q2	$1.86K	Sell	8 -812	-99%	-$161K	﹤0.01%	866
2026 Q1	$150K	Buy	820 +14	+2%	+$2.8K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

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

Activest Wealth Management's WSM Position: Q3 2026 in Review

Activest Wealth Management increased its Williams-Sonoma (WSM) stake by 400% in Q3 2026, buying an estimated $7.39K and bringing the position to 40 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Activest Wealth Management first reported a position in WSM in Q2 2024 and has held it in 10 quarters since. The position peaked at $163K in Q3 2025. 655 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Activest Wealth Management held 40 shares of Williams-Sonoma worth $9.12K as of Q3 2026.
Activest Wealth Management bought 32 Williams-Sonoma shares in Q3 2026, an estimated $7.39K.
Williams-Sonoma made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #599 holding.
Activest Wealth Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 10 quarters since.
Activest Wealth Management's Williams-Sonoma position peaked at $163K in Q3 2025.
655 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.