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Arax Advisory Partners’s Williams-Sonoma WSM Stock Holding History

Arax Advisory Partners’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 		$350K Buy
1,501
+116
+8% +$23K ﹤0.01% 1877
2026
Q1 		$253K Sell
1,385
-377
-21% -$75.3K 0.01% 967
2025
Q4 		$315K Sell
1,762
-2,229
-56% -$418K 0.01% 805
2025
Q3 		$780K Buy
3,991
+3,604
+931% +$689K 0.01% 731
2025
Q2 		$71.9K Sell
387
-27
-7% -$4.24K ﹤0.01% 1082
2025
Q1 		$65.5K Buy
414
+252
+156% +$48.7K ﹤0.01% 859
2024
Q4 		$30K Buy
162
+31
+24% +$4.92K ﹤0.01% 1066
2024
Q3 		$20.2K Buy
131
+43
+49% +$6.17K ﹤0.01% 1079
2024
Q2 		$12.3K Buy
88
+20
+29% +$2.98K ﹤0.01% 1169
2024
Q1 		$10.6K Buy
68
+2
+3% +$232 ﹤0.01% 767
2023
Q4 		$6.74K Sell
66
-10
-13% -$866 ﹤0.01% 829
2023
Q3 		$5.94K Hold
76
– – ﹤0.01% 842
2023
Q2 		$4.76K Buy
76
+66
+660% +$3.93K ﹤0.01% 874
2023
Q1 		$609 Buy
10
+8
+400% +$500 ﹤0.01% 1167
2022
Q4 		$115 Sell
2
-12
-86% -$720 ﹤0.01% 1249
2022
Q3 		$1K Sell
14
-14
-50% -$994 ﹤0.01% 1175
2022
Q2 		$2K Buy
+28
New +$1.81K ﹤0.01% 974
2021
Q3 		– Sell
-20
Closed -$2K – 1083
2021
Q2 		$2K Buy
+20
New +$1.7K ﹤0.01% 864

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

Arax Advisory Partners's WSM Position: Q2 2026 in Review

Arax Advisory Partners increased its Williams-Sonoma (WSM) stake by 8.4% in Q2 2026, buying an estimated $23K and bringing the position to 1,501 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Arax Advisory Partners first reported a position in WSM in Q2 2021 and has held it in 18 quarters since. The position peaked at $780K in Q3 2025. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Arax Advisory Partners held 1,501 shares of Williams-Sonoma worth $350K as of Q2 2026.
  • Arax Advisory Partners bought 116 Williams-Sonoma shares in Q2 2026, an estimated $23K.
  • Williams-Sonoma made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1877 holding.
  • Arax Advisory Partners first reported a position in Williams-Sonoma in Q2 2021 and has held it in 18 quarters since.
  • Arax Advisory Partners's Williams-Sonoma position peaked at $780K in Q3 2025.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.