Arkadios Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Arkadios Wealth Advisors’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	$209K	Buy	+896	New	+$178K	﹤0.01%	1607
2025 Q2	–	Sell	-1,954	Closed	-$309K	–	1366
2025 Q1	$309K	Buy	+1,954	New	+$378K	0.01%	897
2021 Q4	–	Sell	-66	Closed	-$5K	–	1791
2021 Q3	$5K	Hold	66	–	–	﹤0.01%	1621
2021 Q2	$5K	Buy	66 +18	+38%	+$1.53K	﹤0.01%	1745
2021 Q1	$4K	Buy	+48	New	+$3.24K	﹤0.01%	1438
2020 Q2	–	Sell	-200	Closed	-$4.25K	–	1159
2020 Q1	$4.25K	Hold	200	–	–	﹤0.01%	817
2019 Q4	$7.4K	Buy	+200	New	+$6.95K	﹤0.01%	642

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

Arkadios Wealth Advisors's WSM Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 896 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in WSM as recently as Q1 2025.

Arkadios Wealth Advisors first reported a position in WSM in Q4 2019 and has held it in 7 quarters since. The position peaked at $309K in Q1 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Arkadios Wealth Advisors held 896 shares of Williams-Sonoma worth $209K as of Q2 2026.
Williams-Sonoma was a new Arkadios Wealth Advisors position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1607 holding.
Arkadios Wealth Advisors first reported a position in Williams-Sonoma in Q4 2019 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Williams-Sonoma position peaked at $309K in Q1 2025.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.