CVA Family Office’s Williams-Sonoma WSM Stock Holding History

CVA Family Office’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	$68.3K	Buy	293 +39	+15%	+$7.73K	0.01%	553
2026 Q1	$46.3K	Buy	254 +152	+149%	+$30.3K	﹤0.01%	610
2025 Q4	$18.2K	Buy	102 +1	+1%	+$187	﹤0.01%	706
2025 Q3	$19.7K	Buy	101 +2	+2%	+$382	﹤0.01%	698
2025 Q2	$16.2K	Buy	99 +11	+13%	+$1.73K	﹤0.01%	732
2025 Q1	$13.9K	Buy	88 +6	+7%	+$1.16K	﹤0.01%	741
2024 Q4	$15.2K	Buy	82 +49	+148%	+$7.78K	﹤0.01%	723
2024 Q3	$5.11K	Buy	33 +7	+27%	+$1K	﹤0.01%	845
2024 Q2	$3.67K	Buy	+26	New	+$3.88K	﹤0.01%	873
2023 Q2	–	Sell	-10	Closed	-$608	–	1079
2023 Q1	$608	Buy	+10	New	+$624	﹤0.01%	930
2022 Q4	–	Sell	-20	Closed	-$1K	–	1014
2022 Q3	$1K	Buy	+20	New	+$1.42K	﹤0.01%	862
2022 Q2	–	Sell	-40	Closed	-$3K	–	1005
2022 Q1	$3K	Buy	+40	New	+$3.03K	﹤0.01%	850

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

CVA Family Office's WSM Position: Q2 2026 in Review

CVA Family Office increased its Williams-Sonoma (WSM) stake by 15% in Q2 2026, buying an estimated $7.73K and bringing the position to 293 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #553.

CVA Family Office first reported a position in WSM in Q1 2022 and has held it in 12 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

CVA Family Office held 293 shares of Williams-Sonoma worth $68.3K as of Q2 2026.
CVA Family Office bought 39 Williams-Sonoma shares in Q2 2026, an estimated $7.73K.
Williams-Sonoma made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #553 holding.
CVA Family Office first reported a position in Williams-Sonoma in Q1 2022 and has held it in 12 quarters since.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.