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Destiny Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Destiny Wealth Partners’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 		$207K Buy
+907
New +$180K 0.03% 167
2023
Q1 		– Sell
-100
Closed -$5.75K – 655
2022
Q4 		$5.75K Hold
100
– – ﹤0.01% 552
2022
Q3 		$6K Hold
100
– – ﹤0.01% 483
2022
Q2 		$6K Hold
100
– – ﹤0.01% 507
2022
Q1 		$7K Buy
+100
New +$7.57K ﹤0.01% 453

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Vanguard Portfolio Management
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State Street
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Geode Capital Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Destiny Wealth Partners's WSM Position: Q2 2026 in Review

Destiny Wealth Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 907 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in WSM as recently as Q4 2022.

Destiny Wealth Partners first reported a position in WSM in Q1 2022 and has held it in 5 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Destiny Wealth Partners held 907 shares of Williams-Sonoma worth $207K as of Q2 2026.
  • Williams-Sonoma was a new Destiny Wealth Partners position in Q2 2026.
  • Williams-Sonoma made up 0.03% of Destiny Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • Destiny Wealth Partners first reported a position in Williams-Sonoma in Q1 2022 and has held it in 5 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.