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Canopy Partners’s Williams-Sonoma WSM Stock Holding History

Canopy Partners’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 		$471K Sell
2,022
-66
-3% -$13.1K 0.14% 131
2026
Q1 		$381K Sell
2,088
-39
-2% -$7.79K 0.13% 138
2025
Q4 		$380K Buy
2,127
+24
+1% +$4.5K 0.12% 136
2025
Q3 		$411K Buy
2,103
+155
+8% +$29.6K 0.14% 130
2025
Q2 		$318K Hold
1,948
– – 0.12% 146
2025
Q1 		$308K Sell
1,948
-245
-11% -$47.3K 0.12% 138
2024
Q4 		$406K Hold
2,193
– – 0.16% 113
2024
Q3 		$340K Sell
2,193
-41
-2% -$5.88K 0.15% 130
2024
Q2 		$315K Buy
2,234
+402
+22% +$59.9K 0.15% 126
2024
Q1 		$291K Buy
+1,832
New +$213K 0.14% 133

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Canopy Partners's WSM Position: Q2 2026 in Review

Canopy Partners reduced its Williams-Sonoma (WSM) stake by 3.2% in Q2 2026, selling an estimated $13.1K and leaving 2,022 shares worth $471K. The position accounts for 0.14% of the portfolio, ranked #131.

Canopy Partners first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 230 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Canopy Partners held 2,022 shares of Williams-Sonoma worth $471K as of Q2 2026.
  • Canopy Partners sold 66 Williams-Sonoma shares in Q2 2026, an estimated $13.1K.
  • Williams-Sonoma made up 0.14% of Canopy Partners's portfolio in Q2 2026, its #131 holding.
  • Canopy Partners first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • 230 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.