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Clearstead Advisors’s Williams-Sonoma WSM Stock Holding History

Clearstead Advisors’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 		$326K Sell
1,787
-9,207
-84% -$1.84M ﹤0.01% 831
2025
Q4 		$1.96M Buy
10,994
+208
+2% +$39K 0.02% 333
2025
Q3 		$2.11M Sell
10,786
-132
-1% -$25.2K 0.03% 315
2025
Q2 		$1.78M Buy
10,918
+2
+0% +$314 0.03% 335
2025
Q1 		$1.73M Sell
10,916
-193
-2% -$37.3K 0.03% 326
2024
Q4 		$2.06M Sell
11,109
-10,000
-47% -$1.59M 0.03% 291
2024
Q3 		$3.27M Sell
21,109
-99
-0.5% -$14.2K 0.05% 234
2024
Q2 		$2.99M Buy
21,208
+21,062
+14,426% +$3.14M 0.05% 227
2024
Q1 		$23K Hold
146
– – ﹤0.01% 926
2023
Q4 		$14.7K Sell
146
-1,000
-87% -$86.6K ﹤0.01% 991
2023
Q3 		$89K Buy
+1,146
New +$78.9K ﹤0.01% 758
2023
Q2 		– Sell
-6,990
Closed -$425K – 1447
2023
Q1 		$425K Buy
+6,990
New +$436K 0.03% 286
2022
Q3 		– Sell
-1,084
Closed -$60K – 1379
2022
Q2 		$60K Buy
1,084
+1,060
+4,417% +$68.6K ﹤0.01% 586
2022
Q1 		$2K Hold
24
– – ﹤0.01% 1246
2021
Q4 		$2K Hold
24
– – ﹤0.01% 1144
2021
Q3 		$2K Hold
24
– – ﹤0.01% 1161
2021
Q2 		$2K Sell
24
-120
-83% -$10.2K ﹤0.01% 1097
2021
Q1 		$13K Buy
+144
New +$9.72K ﹤0.01% 750

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

Clearstead Advisors's WSM Position: Q1 2026 in Review

Clearstead Advisors reduced its Williams-Sonoma (WSM) stake by 84% in Q1 2026, selling an estimated $1.84M and leaving 1,787 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Clearstead Advisors first reported a position in WSM in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.27M in Q3 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Clearstead Advisors held 1,787 shares of Williams-Sonoma worth $326K as of Q1 2026.
  • Clearstead Advisors sold 9,207 Williams-Sonoma shares in Q1 2026, an estimated $1.84M.
  • Williams-Sonoma made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #831 holding.
  • Clearstead Advisors first reported a position in Williams-Sonoma in Q1 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's Williams-Sonoma position peaked at $3.27M in Q3 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.