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Advisor OS’s Williams-Sonoma WSM Stock Holding History

Advisor OS’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 		$912K Buy
3,911
+663
+20% +$131K 0.06% 208
2026
Q1 		$592K Buy
3,248
+291
+10% +$58.1K 0.04% 268
2025
Q4 		$528K Buy
2,957
+293
+11% +$54.9K 0.04% 271
2025
Q3 		$521K Buy
2,664
+180
+7% +$34.4K 0.04% 258
2025
Q2 		$406K Buy
2,484
+369
+17% +$57.9K 0.04% 289
2025
Q1 		$334K Sell
2,115
-334
-14% -$64.5K 0.04% 304
2024
Q4 		$454K Buy
+2,449
New +$389K 0.05% 238

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor OS's WSM Position: Q2 2026 in Review

Advisor OS increased its Williams-Sonoma (WSM) stake by 20% in Q2 2026, buying an estimated $131K and bringing the position to 3,911 shares worth $912K. The position accounts for 0.06% of the portfolio, ranked #208.

Advisor OS first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Advisor OS held 3,911 shares of Williams-Sonoma worth $912K as of Q2 2026.
  • Advisor OS bought 663 Williams-Sonoma shares in Q2 2026, an estimated $131K.
  • Williams-Sonoma made up 0.06% of Advisor OS's portfolio in Q2 2026, its #208 holding.
  • Advisor OS first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.