Cetera Investment Advisers
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Cetera Investment Advisers’s Williams-Sonoma WSM Stock Holding History

Cetera Investment Advisers’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 		$7.42M Sell
40,715
-1,735
-4% -$346K 0.01% 1256
2025
Q4 		$7.58M Buy
42,450
+723
+2% +$135K 0.01% 1199
2025
Q3 		$8.16M Buy
41,727
+2,836
+7% +$542K 0.01% 1116
2025
Q2 		$6.35M Buy
38,891
+23,811
+158% +$3.74M 0.01% 1051
2025
Q1 		$2.38M Buy
15,080
+1,846
+14% +$357K ﹤0.01% 1625
2024
Q4 		$2.45M Buy
13,234
+1,014
+8% +$161K 0.01% 1506
2024
Q3 		$1.89M Sell
12,220
-13,352
-52% -$1.92M ﹤0.01% 1659
2024
Q2 		$3.61M Buy
25,572
+1,482
+6% +$221K 0.01% 1182
2024
Q1 		$3.82M Buy
24,090
+19,302
+403% +$2.24M 0.01% 1129
2023
Q4 		$483K Sell
4,788
-120
-2% -$10.4K ﹤0.01% 1510
2023
Q3 		$381K Buy
4,908
+1,384
+39% +$95.3K ﹤0.01% 1573
2023
Q2 		$220K Sell
3,524
-96
-3% -$5.72K ﹤0.01% 1928
2023
Q1 		$220K Sell
3,620
-306
-8% -$19.1K ﹤0.01% 1903
2022
Q4 		$226K Buy
+3,926
New +$236K ﹤0.01% 1838
2022
Q2 		– Sell
-4,230
Closed -$307K – 1962
2022
Q1 		$307K Sell
4,230
-18
-0.4% -$1.36K ﹤0.01% 1463
2021
Q4 		$359K Buy
4,248
+496
+13% +$46.2K 0.01% 1390
2021
Q3 		$333K Buy
3,752
+384
+11% +$32.5K 0.01% 1370
2021
Q2 		$269K Buy
3,368
+290
+9% +$24.7K ﹤0.01% 1481
2021
Q1 		$276K Buy
+3,078
New +$208K 0.01% 1296

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

Cetera Investment Advisers's WSM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Williams-Sonoma (WSM) stake by 4.1% in Q1 2026, selling an estimated $346K and leaving 40,715 shares worth $7.42M. The position accounts for 0.01% of the portfolio, ranked #1256.

Cetera Investment Advisers first reported a position in WSM in Q1 2021 and has held it in 19 quarters since. The position peaked at $8.16M in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Cetera Investment Advisers held 40,715 shares of Williams-Sonoma worth $7.42M as of Q1 2026.
  • Cetera Investment Advisers sold 1,735 Williams-Sonoma shares in Q1 2026, an estimated $346K.
  • Williams-Sonoma made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1256 holding.
  • Cetera Investment Advisers first reported a position in Williams-Sonoma in Q1 2021 and has held it in 19 quarters since.
  • Cetera Investment Advisers's Williams-Sonoma position peaked at $8.16M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.