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Aventura Private Wealth’s Williams-Sonoma WSM Stock Holding History

Aventura Private Wealth’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 		$932 Hold
4
– – ﹤0.01% 894
2026
Q1 		$729 Hold
4
– – ﹤0.01% 820
2025
Q4 		$714 Hold
4
– – ﹤0.01% 770
2025
Q3 		$782 Hold
4
– – ﹤0.01% 748
2025
Q2 		$653 Buy
+4
New +$628 ﹤0.01% 715

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

Aventura Private Wealth's WSM Position: Q2 2026 in Review

Aventura Private Wealth held its Williams-Sonoma (WSM) position steady in Q2 2026 at 4 shares worth $932. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Aventura Private Wealth first reported a position in WSM in Q2 2025 and has held it in 5 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Aventura Private Wealth held 4 shares of Williams-Sonoma worth $932 as of Q2 2026.
  • Aventura Private Wealth left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #894 holding.
  • Aventura Private Wealth first reported a position in Williams-Sonoma in Q2 2025 and has held it in 5 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.