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Crestwood Advisors Group’s Williams-Sonoma WSM Stock Holding History

Crestwood Advisors Group’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 		$659K Buy
2,827
+312
+12% +$61.8K 0.01% 404
2026
Q1 		$459K Sell
2,515
-41
-2% -$8.19K 0.01% 445
2025
Q4 		$456K Buy
2,556
+1,486
+139% +$278K 0.01% 420
2025
Q3 		$209K Buy
+1,070
New +$205K ﹤0.01% 544

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

Crestwood Advisors Group's WSM Position: Q2 2026 in Review

Crestwood Advisors Group increased its Williams-Sonoma (WSM) stake by 12% in Q2 2026, buying an estimated $61.8K and bringing the position to 2,827 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #404.

Crestwood Advisors Group first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Crestwood Advisors Group held 2,827 shares of Williams-Sonoma worth $659K as of Q2 2026.
  • Crestwood Advisors Group bought 312 Williams-Sonoma shares in Q2 2026, an estimated $61.8K.
  • Williams-Sonoma made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #404 holding.
  • Crestwood Advisors Group first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.