Ameritas Advisory Services’s Williams-Sonoma WSM Stock Holding History

Ameritas Advisory Services’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	-5,489	Closed	-$1M	–	2135
2026 Q1	$1M	Buy	5,489 +109	+2%	+$21.8K	0.04%	374
2025 Q4	$961K	Buy	5,380 +5,372	+67,150%	+$1.01M	0.04%	381
2025 Q3	$1.56K	Sell	8 -433	-98%	-$82.8K	﹤0.01%	2014
2025 Q2	$72K	Buy	+441	New	+$69.2K	﹤0.01%	1136
2024 Q1	–	Sell	-2,390	Closed	-$268K	–	920
2023 Q4	$268K	Buy	+2,390	New	+$207K	0.01%	577
2023 Q2	–	Sell	-248	Closed	-$14.9K	–	2529
2023 Q1	$14.9K	Buy	+248	New	+$15.5K	﹤0.01%	1759

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

Ameritas Advisory Services's WSM Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 5,489 shares — an estimated $1M sold.

Ameritas Advisory Services first reported a position in WSM in Q1 2023 and held it in 6 quarters. The position peaked at $1M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Ameritas Advisory Services reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 5,489 Williams-Sonoma shares in Q2 2026, an estimated $1M.
Ameritas Advisory Services first reported a position in Williams-Sonoma in Q1 2023 and held it in 6 quarters.
Ameritas Advisory Services's Williams-Sonoma position peaked at $1M in Q1 2026.
1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.