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Certuity’s Williams-Sonoma WSM Stock Holding History

Certuity’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 		$611K Buy
2,623
+58
+2% +$11.5K 0.03% 283
2026
Q1 		$468K Buy
2,565
+189
+8% +$37.7K 0.03% 309
2025
Q4 		$424K Buy
2,376
+906
+62% +$170K 0.03% 310
2025
Q3 		$287K Buy
+1,470
New +$281K 0.02% 407

Other funds holding WSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Certuity's WSM Position: Q2 2026 in Review

Certuity increased its Williams-Sonoma (WSM) stake by 2.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,623 shares worth $611K. The position accounts for 0.03% of the portfolio, ranked #283.

Certuity first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Certuity held 2,623 shares of Williams-Sonoma worth $611K as of Q2 2026.
  • Certuity bought 58 Williams-Sonoma shares in Q2 2026, an estimated $11.5K.
  • Williams-Sonoma made up 0.03% of Certuity's portfolio in Q2 2026, its #283 holding.
  • Certuity first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.