Curat Global’s Williams-Sonoma WSM Stock Holding History

Curat Global’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	$501K	Sell	900 -2,100	-70%	-$416K	0.41%	50
2026 Q1	$547K	Sell	3,000 -1,000	-25%	-$200K	0.54%	45
2025 Q4	$714K	Hold	4,000	–	–	0.79%	27
2025 Q3	$791K	Sell	4,000 -1,000	-20%	-$191K	0.74%	30
2025 Q2	$817K	Sell	5,000 -4,000	-44%	-$628K	0.78%	31
2025 Q1	$1.42M	Buy	+9,000	New	+$1.74M	1.73%	9

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Curat Global's WSM Position: Q2 2026 in Review

Curat Global reduced its Williams-Sonoma (WSM) stake by 70% in Q2 2026, selling an estimated $416K and leaving 900 shares worth $501K. The position accounts for 0.41% of the portfolio, ranked #50.

Curat Global first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.42M in Q1 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Curat Global held 900 shares of Williams-Sonoma worth $501K as of Q2 2026.
Curat Global sold 2,100 Williams-Sonoma shares in Q2 2026, an estimated $416K.
Williams-Sonoma made up 0.41% of Curat Global's portfolio in Q2 2026, its #50 holding.
Curat Global first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
Curat Global's Williams-Sonoma position peaked at $1.42M in Q1 2025.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.