DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s Williams-Sonoma WSM Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$7.75K Hold
34
– – ﹤0.01% 330
2026
Q2 		$7.93K Hold
34
– – ﹤0.01% 319
2026
Q1 		$6.2K Hold
34
– – ﹤0.01% 353
2025
Q4 		$6.07K Hold
34
– – ﹤0.01% 351
2025
Q3 		$6.4K Hold
34
– – ﹤0.01% 333
2025
Q2 		$5.56K Sell
34
-1
-3% -$157 ﹤0.01% 350
2025
Q1 		$5.53K Buy
35
+1
+3% +$193 ﹤0.01% 340
2024
Q4 		$6.3K Buy
34
+1
+3% +$159 ﹤0.01% 307
2024
Q3 		$5.11K Buy
33
+7
+27% +$1K ﹤0.01% 351
2024
Q2 		$3.67K Buy
26
+4
+18% +$596 ﹤0.01% 345
2024
Q1 		$3.49K Hold
22
– – ﹤0.01% 314
2023
Q4 		$2.22K Buy
+22
New +$1.9K ﹤0.01% 400

Other funds holding WSM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DiNuzzo Private Wealth's WSM Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Williams-Sonoma (WSM) position steady in Q3 2026 at 34 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

DiNuzzo Private Wealth first reported a position in WSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.93K in Q2 2026. 315 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • DiNuzzo Private Wealth held 34 shares of Williams-Sonoma worth $7.75K as of Q3 2026.
  • DiNuzzo Private Wealth left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #330 holding.
  • DiNuzzo Private Wealth first reported a position in Williams-Sonoma in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Williams-Sonoma position peaked at $7.93K in Q2 2026.
  • 315 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.