Cerity Partners
WSM icon

Cerity Partners’s Williams-Sonoma WSM Stock Holding History

Cerity 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
Q1 		$7.6M Sell
41,690
-44,484
-52% -$8.88M 0.01% 827
2025
Q4 		$15.4M Buy
86,174
+35,070
+69% +$6.57M 0.02% 487
2025
Q3 		$9.99M Sell
51,104
-17,431
-25% -$3.33M 0.02% 583
2025
Q2 		$11.2M Buy
68,535
+23,318
+52% +$3.66M 0.02% 497
2025
Q1 		$7.15M Buy
45,217
+13,989
+45% +$2.7M 0.01% 608
2024
Q4 		$5.44M Buy
31,228
+1,269
+4% +$201K 0.01% 678
2024
Q3 		$4.64M Sell
29,959
-5,837
-16% -$837K 0.01% 728
2024
Q2 		$5.05M Sell
35,796
-284
-0.8% -$42.3K 0.01% 606
2024
Q1 		$5.73M Buy
36,080
+13,294
+58% +$1.54M 0.02% 610
2023
Q4 		$2.3M Buy
22,786
+7,976
+54% +$690K 0.01% 733
2023
Q3 		$1.15M Sell
14,810
-1,470
-9% -$101K 0.01% 717
2023
Q2 		$1.02M Buy
16,280
+714
+5% +$42.6K ﹤0.01% 922
2023
Q1 		$947K Buy
15,566
+122
+0.8% +$7.62K ﹤0.01% 1002
2022
Q4 		$888K Buy
+15,444
New +$927K 0.01% 728
2022
Q3 		– Sell
-5,796
Closed -$322K – 1272
2022
Q2 		$322K Buy
5,796
+1,438
+33% +$93K ﹤0.01% 882
2022
Q1 		$316K Buy
+4,358
New +$330K ﹤0.01% 711
2018
Q1 		– Sell
-15,018
Closed -$388K – 587
2017
Q4 		$388K Hold
15,018
– – 0.03% 387
2017
Q3 		$374K Buy
+15,018
New +$349K 0.03% 382

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners's WSM Position: Q1 2026 in Review

Cerity Partners reduced its Williams-Sonoma (WSM) stake by 52% in Q1 2026, selling an estimated $8.88M and leaving 41,690 shares worth $7.6M. The position accounts for 0.01% of the portfolio, ranked #827.

Cerity Partners first reported a position in WSM in Q3 2017 and has held it in 18 quarters since. The position peaked at $15.4M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Cerity Partners held 41,690 shares of Williams-Sonoma worth $7.6M as of Q1 2026.
  • Cerity Partners sold 44,484 Williams-Sonoma shares in Q1 2026, an estimated $8.88M.
  • Williams-Sonoma made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #827 holding.
  • Cerity Partners first reported a position in Williams-Sonoma in Q3 2017 and has held it in 18 quarters since.
  • Cerity Partners's Williams-Sonoma position peaked at $15.4M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.