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Checchi Capital Advisers’s Williams-Sonoma WSM Stock Holding History

Checchi Capital 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
Q2 		$756K Buy
3,245
+28
+0.9% +$5.55K 0.03% 275
2026
Q1 		$587K Buy
3,217
+137
+4% +$27.4K 0.03% 321
2025
Q4 		$550K Sell
3,080
-74
-2% -$13.9K 0.03% 295
2025
Q3 		$616K Sell
3,154
-61
-2% -$11.7K 0.03% 285
2025
Q2 		$525K Sell
3,215
-63
-2% -$9.89K 0.03% 327
2025
Q1 		$518K Buy
3,278
+7
+0.2% +$1.35K 0.03% 327
2024
Q4 		$606K Hold
3,271
– – 0.04% 283
2024
Q3 		$507K Sell
3,271
-97
-3% -$13.9K 0.03% 325
2024
Q2 		$476K Hold
3,368
– – 0.02% 332
2024
Q1 		$535K Hold
3,368
– – 0.04% 303
2023
Q4 		$340K Sell
3,368
-170
-5% -$14.7K 0.03% 396
2023
Q3 		$275K Buy
+3,538
New +$244K 0.03% 423
2016
Q3 		– Sell
-834
Closed -$22K – 1227
2016
Q2 		$22K Buy
834
+196
+31% +$5.38K ﹤0.01% 1152
2016
Q1 		$17K Buy
+638
New +$17.3K ﹤0.01% 1199

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Checchi Capital Advisers's WSM Position: Q2 2026 in Review

Checchi Capital Advisers increased its Williams-Sonoma (WSM) stake by 0.87% in Q2 2026, buying an estimated $5.55K and bringing the position to 3,245 shares worth $756K. The position accounts for 0.03% of the portfolio, ranked #275.

Checchi Capital Advisers first reported a position in WSM in Q1 2016 and has held it in 14 quarters since. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Checchi Capital Advisers held 3,245 shares of Williams-Sonoma worth $756K as of Q2 2026.
  • Checchi Capital Advisers bought 28 Williams-Sonoma shares in Q2 2026, an estimated $5.55K.
  • Williams-Sonoma made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #275 holding.
  • Checchi Capital Advisers first reported a position in Williams-Sonoma in Q1 2016 and has held it in 14 quarters since.
  • 545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.