Corient Private Wealth
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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
Q2 		$25.1M Sell
107,568
-70,688
-40% -$14M 0.03% 359
2026
Q1 		$32.1M Buy
178,256
+45,785
+35% +$9.14M 0.05% 305
2025
Q4 		$23.7M Buy
132,471
+15,452
+13% +$2.9M 0.03% 373
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 $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

Corient Private Wealth's WSM Position: Q2 2026 in Review

Corient Private Wealth reduced its Williams-Sonoma (WSM) stake by 40% in Q2 2026, selling an estimated $14M and leaving 107,568 shares worth $25.1M. The position accounts for 0.03% of the portfolio, ranked #359.

Corient Private Wealth first reported a position in WSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.1M in Q1 2026. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Corient Private Wealth held 107,568 shares of Williams-Sonoma worth $25.1M as of Q2 2026.
  • Corient Private Wealth sold 70,688 Williams-Sonoma shares in Q2 2026, an estimated $14M.
  • Williams-Sonoma made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #359 holding.
  • Corient Private Wealth first reported a position in Williams-Sonoma in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Williams-Sonoma position peaked at $32.1M in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.