Continuum Advisory’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$64.8K Buy
+278
New +$55.1K 0.01% 740
2025
Q2
Sell
-59
Closed -$9.33K 1586
2025
Q1
$9.33K Sell
59
-23
-28% -$4.45K ﹤0.01% 992
2024
Q4
$15.2K Sell
82
-21
-20% -$3.33K ﹤0.01% 904
2024
Q3
$13.5K Buy
103
+87
+544% +$12.5K ﹤0.01% 925
2024
Q2
$2.26K Sell
16
-2
-11% -$298 ﹤0.01% 1267
2024
Q1
$2.87K Buy
+18
New +$2.09K ﹤0.01% 1197

Other funds holding WSM

Continuum Advisory's WSM Position: Q2 2026 in Review

Continuum Advisory opened a new position in Williams-Sonoma (WSM) in Q2 2026: 278 shares worth $64.8K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in WSM as recently as Q1 2025.

Continuum Advisory first reported a position in WSM in Q1 2024 and has held it in 6 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Continuum Advisory held 278 shares of Williams-Sonoma worth $64.8K as of Q2 2026.
  • Williams-Sonoma was a new Continuum Advisory position in Q2 2026.
  • Williams-Sonoma made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #740 holding.
  • Continuum Advisory first reported a position in Williams-Sonoma in Q1 2024 and has held it in 6 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.