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Atria Investments’s Williams-Sonoma WSM Stock Holding History

Atria Investments’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 		$723K Buy
3,103
+60
+2% +$11.9K 0.01% 1301
2026
Q1 		$555K Buy
3,043
+61
+2% +$12.2K 0.01% 1395
2025
Q4 		$533K Sell
2,982
-85
-3% -$15.9K 0.01% 1407
2025
Q3 		$599K Buy
3,067
+1,662
+118% +$318K 0.01% 1323
2025
Q2 		$230K Buy
+1,405
New +$221K ﹤0.01% 1842
2025
Q1 		– Sell
-2,510
Closed -$465K – 2013
2024
Q4 		$465K Sell
2,510
-50
-2% -$7.93K 0.01% 1363
2024
Q3 		$397K Buy
2,560
+1,050
+70% +$151K ﹤0.01% 1452
2024
Q2 		$213K Buy
+1,510
New +$225K ﹤0.01% 1787
2018
Q4 		– Sell
-9,614
Closed -$316K – 1020
2018
Q3 		$316K Buy
+9,614
New +$305K 0.01% 755
2015
Q2 		– Sell
-5,112
Closed -$204K – 431
2015
Q1 		$204K Sell
5,112
-1,522
-23% -$60.4K 0.02% 384
2014
Q4 		$251K Sell
6,634
-612
-8% -$21.2K 0.03% 365
2014
Q3 		$241K Buy
+7,246
New +$251K 0.02% 410

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 $3.38T AUM 44.17% 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

Atria Investments's WSM Position: Q2 2026 in Review

Atria Investments increased its Williams-Sonoma (WSM) stake by 2% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,103 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #1301.

Atria Investments first reported a position in WSM in Q3 2014 and has held it in 12 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Atria Investments held 3,103 shares of Williams-Sonoma worth $723K as of Q2 2026.
  • Atria Investments bought 60 Williams-Sonoma shares in Q2 2026, an estimated $11.9K.
  • Williams-Sonoma made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1301 holding.
  • Atria Investments first reported a position in Williams-Sonoma in Q3 2014 and has held it in 12 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.