Clean Yield Group
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Clean Yield Group’s Williams-Sonoma WSM Stock Holding History

Clean Yield Group’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
Q3 		$20.1K Hold
88
– – ﹤0.01% 292
2026
Q2 		$20.5K Hold
88
– – 0.01% 291
2026
Q1 		$16K Sell
88
-104
-54% -$20.8K ﹤0.01% 287
2025
Q4 		$34.3K Hold
192
– – 0.01% 261
2025
Q3 		$37.5K Hold
192
– – 0.01% 250
2025
Q2 		$31.4K Hold
192
– – 0.01% 255
2025
Q1 		$30.4K Hold
192
– – 0.01% 263
2024
Q4 		$35.6K Hold
192
– – 0.01% 259
2024
Q3 		$29.7K Buy
+192
New +$27.5K 0.01% 269

Other funds holding WSM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM

Clean Yield Group's WSM Position: Q3 2026 in Review

Clean Yield Group held its Williams-Sonoma (WSM) position steady in Q3 2026 at 88 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Clean Yield Group first reported a position in WSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $37.5K in Q3 2025. 380 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Clean Yield Group held 88 shares of Williams-Sonoma worth $20.1K as of Q3 2026.
  • Clean Yield Group left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #292 holding.
  • Clean Yield Group first reported a position in Williams-Sonoma in Q3 2024 and has held it in 9 quarters since.
  • Clean Yield Group's Williams-Sonoma position peaked at $37.5K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.