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Cottage Street Advisors’s Williams-Sonoma WSM Stock Holding History

Cottage Street 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 		$280K Buy
+1,200
New +$238K 0.11% 120
2025
Q4 		– Sell
-1,072
Closed -$210K – 156
2025
Q3 		$210K Buy
+1,072
New +$205K 0.09% 133

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

Cottage Street Advisors's WSM Position: Q2 2026 in Review

Cottage Street Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,200 shares worth $280K. The stake represents 0.11% of the portfolio and ranks #120 among its holdings. This is a return to the name: Cottage Street Advisors previously reported a position in WSM as recently as Q3 2025.

Cottage Street Advisors first reported a position in WSM in Q3 2025 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Cottage Street Advisors held 1,200 shares of Williams-Sonoma worth $280K as of Q2 2026.
  • Williams-Sonoma was a new Cottage Street Advisors position in Q2 2026.
  • Williams-Sonoma made up 0.11% of Cottage Street Advisors's portfolio in Q2 2026, its #120 holding.
  • Cottage Street Advisors first reported a position in Williams-Sonoma in Q3 2025 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.