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

Cary Street 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	$13M	Buy	55,681 +230	+0.4%	+$45.6K	0.28%	85
2026 Q1	$10.1M	Buy	55,451 +127	+0.2%	+$25.4K	0.25%	91
2025 Q4	$9.88M	Sell	55,324 -763	-1%	-$143K	0.24%	97
2025 Q3	$11M	Sell	56,087 -431	-0.8%	-$82.4K	0.28%	86
2025 Q2	$9.23M	Sell	56,518 -615	-1%	-$96.6K	0.26%	95
2025 Q1	$9.03M	Sell	57,133 -617	-1%	-$119K	0.29%	87
2024 Q4	$10.7M	Buy	+57,750	New	+$9.16M	0.35%	73

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cary Street Partners increased its Williams-Sonoma (WSM) stake by 0.41% in Q2 2026, buying an estimated $45.6K and bringing the position to 55,681 shares worth $13M. The position accounts for 0.28% of the portfolio, ranked #85.

Cary Street Partners first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Cary Street Partners held 55,681 shares of Williams-Sonoma worth $13M as of Q2 2026.
Cary Street Partners bought 230 Williams-Sonoma shares in Q2 2026, an estimated $45.6K.
Williams-Sonoma made up 0.28% of Cary Street Partners's portfolio in Q2 2026, its #85 holding.
Cary Street Partners first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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