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Avidian Wealth Enterprises’s Williams-Sonoma WSM Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$4.23M Buy
+23,218
New +$4.64M 0.13% 112

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's WSM Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in Williams-Sonoma (WSM) in Q1 2026: 23,218 shares worth $4.23M. The stake represents 0.13% of the portfolio and ranks #112 among its holdings.

924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Avidian Wealth Enterprises held 23,218 shares of Williams-Sonoma worth $4.23M as of Q1 2026.
  • Williams-Sonoma was a new Avidian Wealth Enterprises position in Q1 2026.
  • Williams-Sonoma made up 0.13% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #112 holding.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.