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Cary Street Partners Investment Advisory’s Williams-Sonoma WSM Stock Holding History

Cary Street Partners Investment Advisory’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 		$359K Buy
1,540
+262
+21% +$51.9K 0.07% 260
2026
Q1 		$233K Buy
1,278
+106
+9% +$21.2K 0.06% 321
2025
Q4 		$209K Buy
1,172
+952
+433% +$178K 0.06% 320
2025
Q3 		$43K Buy
220
+88
+67% +$16.8K 0.02% 452
2025
Q2 		$21.6K Buy
132
+27
+26% +$4.24K 0.01% 480
2025
Q1 		$16.6K Buy
105
+103
+5,150% +$19.9K 0.01% 455
2024
Q4 		$370 Sell
2
-57,314
-100% -$9.09M ﹤0.01% 505
2024
Q3 		$8.88M Buy
57,316
+16
+0% +$2.29K 0.33% 80
2024
Q2 		$8.09M Sell
57,300
-2,358
-4% -$351K 0.33% 80
2024
Q1 		$9.47M Buy
59,658
+874
+1% +$101K 0.4% 68
2023
Q4 		$5.93M Buy
58,784
+1,786
+3% +$155K 0.28% 95
2023
Q3 		$4.43M Buy
56,998
+2,016
+4% +$139K 0.24% 114
2023
Q2 		$3.44M Sell
54,982
-788
-1% -$47K 0.22% 125
2023
Q1 		$3.39M Buy
55,770
+232
+0.4% +$14.5K 0.24% 106
2022
Q4 		$3.19M Sell
55,538
-68
-0.1% -$4.08K 0.23% 113
2022
Q3 		$3.28M Buy
55,606
+5,374
+11% +$381K 0.27% 93
2022
Q2 		$2.79M Buy
+50,232
New +$3.25M 0.24% 107

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's WSM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Williams-Sonoma (WSM) stake by 21% in Q2 2026, buying an estimated $51.9K and bringing the position to 1,540 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #260.

Cary Street Partners Investment Advisory first reported a position in WSM in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.47M in Q1 2024. 670 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,540 shares of Williams-Sonoma worth $359K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 262 Williams-Sonoma shares in Q2 2026, an estimated $51.9K.
  • Williams-Sonoma made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #260 holding.
  • Cary Street Partners Investment Advisory first reported a position in Williams-Sonoma in Q2 2022 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's Williams-Sonoma position peaked at $9.47M in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.