Curated Wealth Partners’s Williams Companies WMB Stock Holding History

Curated Wealth Partners’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Buy	34,568 +28,629	+482%	+$2.11M	0.25%	72
2026 Q1	$432K	Buy	5,939 +327	+6%	+$22.6K	0.05%	121
2025 Q4	$337K	Hold	5,612	–	–	0.04%	146
2025 Q3	$356K	Sell	5,612 -1,066	-16%	-$62.6K	0.04%	115
2025 Q2	$419K	Hold	6,678	–	–	0.05%	107
2025 Q1	$399K	Buy	6,678 +1,066	+19%	+$61K	0.05%	104
2024 Q4	$304K	Buy	+5,612	New	+$302K	0.03%	117

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Curated Wealth Partners's WMB Position: Q2 2026 in Review

Curated Wealth Partners increased its Williams Companies (WMB) stake by 482% in Q2 2026, buying an estimated $2.11M and bringing the position to 34,568 shares worth $1.94M. The position accounts for 0.25% of the portfolio, ranked #72.

Curated Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Curated Wealth Partners held 34,568 shares of Williams Companies worth $1.94M as of Q2 2026.
Curated Wealth Partners bought 28,629 Williams Companies shares in Q2 2026, an estimated $2.11M.
Williams Companies made up 0.25% of Curated Wealth Partners's portfolio in Q2 2026, its #72 holding.
Curated Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.