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Concurrent Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Concurrent Investment 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 		$428K Buy
1,835
+214
+13% +$42.4K ﹤0.01% 1492
2026
Q1 		$296K Buy
+1,621
New +$324K ﹤0.01% 1518

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

Concurrent Investment Advisors's WSM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Williams-Sonoma (WSM) stake by 13% in Q2 2026, buying an estimated $42.4K and bringing the position to 1,835 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Concurrent Investment Advisors first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Concurrent Investment Advisors held 1,835 shares of Williams-Sonoma worth $428K as of Q2 2026.
  • Concurrent Investment Advisors bought 214 Williams-Sonoma shares in Q2 2026, an estimated $42.4K.
  • Williams-Sonoma made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1492 holding.
  • Concurrent Investment Advisors first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.