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Csenge Advisory Group’s Williams-Sonoma WSM Stock Holding History

Csenge Advisory 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 		$407K Buy
1,745
+15
+0.9% +$2.97K 0.02% 524
2026
Q1 		$315K Buy
1,730
+183
+12% +$36.5K 0.01% 543
2025
Q4 		$276K Sell
1,547
-242
-14% -$45.3K 0.01% 593
2025
Q3 		$350K Sell
1,789
-1,198
-40% -$229K 0.02% 507
2025
Q2 		$483K Buy
+2,987
New +$469K 0.03% 436
2025
Q1 		– Sell
-1,324
Closed -$245K – 753
2024
Q4 		$245K Sell
1,324
-119
-8% -$18.9K 0.01% 607
2024
Q3 		$208K Sell
1,443
-3,237
-69% -$464K 0.01% 668
2024
Q2 		$661K Sell
4,680
-44
-0.9% -$6.56K 0.04% 346
2024
Q1 		$750K Sell
4,724
-1,448
-23% -$168K 0.04% 325
2023
Q4 		$623K Sell
6,172
-588
-9% -$50.9K 0.04% 350
2023
Q3 		$525K Buy
+6,760
New +$466K 0.04% 359
2023
Q1 		– Sell
-3,970
Closed -$228K – 650
2022
Q4 		$228K Buy
3,970
+296
+8% +$17.8K 0.02% 534
2022
Q3 		$216K Sell
3,674
-502
-12% -$35.6K 0.02% 546
2022
Q2 		$232K Sell
4,176
-264
-6% -$17.1K 0.02% 507
2022
Q1 		$322K Sell
4,440
-274
-6% -$20.7K 0.03% 489
2021
Q4 		$378K Sell
4,714
-18
-0.4% -$1.68K 0.03% 406
2021
Q3 		$414K Buy
4,732
+18
+0.4% +$1.52K 0.03% 406
2021
Q2 		$378K Buy
4,714
+164
+4% +$14K 0.03% 407
2021
Q1 		$417K Buy
+4,550
New +$307K 0.04% 322
2020
Q4 		– Sell
-6,562
Closed -$319K – 459
2020
Q3 		$319K Buy
6,562
+1,636
+33% +$72.7K 0.04% 293
2020
Q2 		$202K Buy
+4,926
New +$168K 0.03% 356
2018
Q4 		– Sell
-4,018
Closed -$124K – 1507
2018
Q3 		$124K Buy
+4,018
New +$127K 0.05% 210

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Csenge Advisory Group's WSM Position: Q2 2026 in Review

Csenge Advisory Group increased its Williams-Sonoma (WSM) stake by 0.87% in Q2 2026, buying an estimated $2.97K and bringing the position to 1,745 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #524.

Csenge Advisory Group first reported a position in WSM in Q3 2018 and has held it in 22 quarters since. The position peaked at $750K in Q1 2024. 667 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Csenge Advisory Group held 1,745 shares of Williams-Sonoma worth $407K as of Q2 2026.
  • Csenge Advisory Group bought 15 Williams-Sonoma shares in Q2 2026, an estimated $2.97K.
  • Williams-Sonoma made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #524 holding.
  • Csenge Advisory Group first reported a position in Williams-Sonoma in Q3 2018 and has held it in 22 quarters since.
  • Csenge Advisory Group's Williams-Sonoma position peaked at $750K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.