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Choreo LLC’s Williams-Sonoma WSM Stock Holding History

Choreo LLC’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 		$2M Buy
8,590
+189
+2% +$37.5K 0.02% 414
2026
Q1 		$1.53M Buy
8,401
+4,255
+103% +$850K 0.02% 477
2025
Q4 		$752K Sell
4,146
-84
-2% -$15.7K 0.01% 731
2025
Q3 		$827K Buy
4,230
+583
+16% +$111K 0.01% 684
2025
Q2 		$596K Sell
3,647
-108
-3% -$17K 0.01% 806
2025
Q1 		$594K Buy
3,755
+543
+17% +$105K 0.01% 747
2024
Q4 		$597K Sell
3,212
-953
-23% -$151K 0.01% 813
2024
Q3 		$629K Buy
4,165
+379
+10% +$54.4K 0.01% 788
2024
Q2 		$525K Buy
3,786
+2,062
+120% +$307K 0.01% 787
2024
Q1 		$273K Buy
+1,724
New +$200K 0.01% 556

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

Choreo LLC's WSM Position: Q2 2026 in Review

Choreo LLC increased its Williams-Sonoma (WSM) stake by 2.2% in Q2 2026, buying an estimated $37.5K and bringing the position to 8,590 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #414.

Choreo LLC first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Choreo LLC held 8,590 shares of Williams-Sonoma worth $2M as of Q2 2026.
  • Choreo LLC bought 189 Williams-Sonoma shares in Q2 2026, an estimated $37.5K.
  • Williams-Sonoma made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #414 holding.
  • Choreo LLC first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.