AWE
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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
Q2 		$5.43M Buy
23,303
+85
+0.4% +$16.8K 0.15% 104
2026
Q1 		$4.23M Buy
+23,218
New +$4.64M 0.13% 112

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

Avidian Wealth Enterprises's WSM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Williams-Sonoma (WSM) stake by 0.37% in Q2 2026, buying an estimated $16.8K and bringing the position to 23,303 shares worth $5.43M. The position accounts for 0.15% of the portfolio, ranked #104.

Avidian Wealth Enterprises first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Avidian Wealth Enterprises held 23,303 shares of Williams-Sonoma worth $5.43M as of Q2 2026.
  • Avidian Wealth Enterprises bought 85 Williams-Sonoma shares in Q2 2026, an estimated $16.8K.
  • Williams-Sonoma made up 0.15% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #104 holding.
  • Avidian Wealth Enterprises first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.