CG
WSM icon

Cynosure Group’s Williams-Sonoma WSM Stock Holding History

Cynosure 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
Q1 		– Sell
-2,314
Closed -$413K – 474
2025
Q4 		$413K Sell
2,314
-314
-12% -$58.8K 0.04% 349
2025
Q3 		$514K Hold
2,628
– – 0.06% 174
2025
Q2 		$429K Buy
2,628
+776
+42% +$122K 0.05% 236
2025
Q1 		$293K Buy
1,852
+192
+12% +$37.1K 0.04% 359
2024
Q4 		$307K Sell
1,660
-743
-31% -$118K 0.05% 209
2024
Q3 		$372K Buy
+2,403
New +$345K 0.05% 268

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cynosure Group's WSM Position: Q1 2026 in Review

Cynosure Group sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 2,314 shares — an estimated $413K sold.

Cynosure Group first reported a position in WSM in Q3 2024 and held it in 6 quarters. The position peaked at $514K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Cynosure Group reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 2,314 Williams-Sonoma shares in Q1 2026, an estimated $413K.
  • Cynosure Group first reported a position in Williams-Sonoma in Q3 2024 and held it in 6 quarters.
  • Cynosure Group's Williams-Sonoma position peaked at $514K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.