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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
Q2 		$546K Buy
2,341
+554
+31% +$110K 0.01% 731
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 Buy
146
+42
+40% +$3.64K ﹤0.01% 991
2023
Q3 		$8.08K Buy
+104
New +$7.16K ﹤0.01% 1026
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 $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

Clearstead Advisors's WSM Position: Q2 2026 in Review

Clearstead Advisors increased its Williams-Sonoma (WSM) stake by 31% in Q2 2026, buying an estimated $110K and bringing the position to 2,341 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #731.

Clearstead Advisors first reported a position in WSM in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.27M in Q3 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Clearstead Advisors held 2,341 shares of Williams-Sonoma worth $546K as of Q2 2026.
  • Clearstead Advisors bought 554 Williams-Sonoma shares in Q2 2026, an estimated $110K.
  • Williams-Sonoma made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #731 holding.
  • Clearstead Advisors first reported a position in Williams-Sonoma in Q1 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Williams-Sonoma position peaked at $3.27M in Q3 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.