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Catalyst Funds Management’s Williams-Sonoma WSM Stock Holding History

Catalyst Funds Management’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 		$350K Buy
1,500
+59
+4% +$11.7K 0.02% 475
2026
Q1 		$263K Buy
+1,441
New +$288K 0.04% 395
2025
Q1 		– Sell
-4,200
Closed -$778K – 600
2024
Q4 		$778K Buy
4,200
+2,800
+200% +$444K 0.19% 109
2024
Q3 		$217K Buy
+1,400
New +$201K 0.05% 268

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

Catalyst Funds Management's WSM Position: Q2 2026 in Review

Catalyst Funds Management increased its Williams-Sonoma (WSM) stake by 4.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,500 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #475.

Catalyst Funds Management first reported a position in WSM in Q3 2024 and has held it in 4 quarters since. The position peaked at $778K in Q4 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Catalyst Funds Management held 1,500 shares of Williams-Sonoma worth $350K as of Q2 2026.
  • Catalyst Funds Management bought 59 Williams-Sonoma shares in Q2 2026, an estimated $11.7K.
  • Williams-Sonoma made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #475 holding.
  • Catalyst Funds Management first reported a position in Williams-Sonoma in Q3 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Williams-Sonoma position peaked at $778K in Q4 2024.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.