AlphaGrep UK’s Williams-Sonoma WSM Stock Holding History

AlphaGrep UK’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	–	Sell	-1,212	Closed	-$221K	–	983
2026 Q1	$221K	Sell	1,212 -1,106	-48%	-$221K	0.06%	681
2025 Q4	$414K	Buy	+2,318	New	+$434K	0.14%	271

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

AlphaGrep UK's WSM Position: Q2 2026 in Review

AlphaGrep UK sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 1,212 shares — an estimated $221K sold.

AlphaGrep UK first reported a position in WSM in Q4 2025 and held it in 2 quarters. The position peaked at $414K in Q4 2025. 938 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

AlphaGrep UK reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 1,212 Williams-Sonoma shares in Q2 2026, an estimated $221K.
AlphaGrep UK first reported a position in Williams-Sonoma in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's Williams-Sonoma position peaked at $414K in Q4 2025.
938 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.