Corient Private Wealth
WSM icon

Corient Private Wealth’s Williams-Sonoma WSM Stock Holding History

Corient Private Wealth’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 		$32.1M Sell
178,256
-243,928
-58% -$48.7M 0.05% 305
2025
Q4 		$45.7M Buy
422,184
+305,165
+261% +$57.2M 0.03% 381
2025
Q3 		$22.9M Buy
117,019
+2,741
+2% +$524K 0.04% 365
2025
Q2 		$18.7M Buy
114,278
+1,755
+2% +$276K 0.02% 398
2025
Q1 		$17.8M Sell
112,523
-1,524
-1% -$295K 0.03% 408
2024
Q4 		$20.7M Buy
114,047
+6,757
+6% +$1.07M 0.03% 387
2024
Q3 		$16.6M Sell
107,290
-15,524
-13% -$2.23M 0.03% 450
2024
Q2 		$17.3M Sell
122,814
-904
-0.7% -$135K 0.03% 414
2024
Q1 		$19.6M Buy
123,718
+94
+0.1% +$10.9K 0.04% 393
2023
Q4 		$12.5M Buy
123,624
+20,920
+20% +$1.81M 0.02% 475
2023
Q3 		$7.98M Buy
102,704
+6,296
+7% +$434K 0.02% 528
2023
Q2 		$6.03M Sell
96,408
-3,598
-4% -$214K 0.01% 582
2023
Q1 		$6.08M Buy
100,006
+42,346
+73% +$2.64M 0.02% 539
2022
Q4 		$3.31M Buy
+57,660
New +$3.46M 0.01% 586

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

Corient Private Wealth's WSM Position: Q1 2026 in Review

Corient Private Wealth reduced its Williams-Sonoma (WSM) stake by 58% in Q1 2026, selling an estimated $48.7M and leaving 178,256 shares worth $32.1M. The position accounts for 0.05% of the portfolio, ranked #305.

Corient Private Wealth first reported a position in WSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.7M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Corient Private Wealth held 178,256 shares of Williams-Sonoma worth $32.1M as of Q1 2026.
  • Corient Private Wealth sold 243,928 Williams-Sonoma shares in Q1 2026, an estimated $48.7M.
  • Williams-Sonoma made up 0.05% of Corient Private Wealth's portfolio in Q1 2026, its #305 holding.
  • Corient Private Wealth first reported a position in Williams-Sonoma in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Williams-Sonoma position peaked at $45.7M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.