Curated Wealth Partners
WMB icon

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
Q3 		$624K Buy
9,175
+3,029
+49% +$220K 0.05% 222
2026
Q2 		$457K Buy
6,146
+207
+3% +$15.2K 0.05% 117
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Curated Wealth Partners's WMB Position: Q3 2026 in Review

Curated Wealth Partners increased its Williams Companies (WMB) stake by 49% in Q3 2026, buying an estimated $220K and bringing the position to 9,175 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #222.

Curated Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 8 quarters since. 973 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Curated Wealth Partners held 9,175 shares of Williams Companies worth $624K as of Q3 2026.
  • Curated Wealth Partners bought 3,029 Williams Companies shares in Q3 2026, an estimated $220K.
  • Williams Companies made up 0.05% of Curated Wealth Partners's portfolio in Q3 2026, its #222 holding.
  • Curated Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 8 quarters since.
  • 973 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.