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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
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 		$5.55K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

DiNuzzo Private Wealth's WSM Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Williams-Sonoma (WSM) position steady in Q2 2026 at 34 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

DiNuzzo Private Wealth first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • DiNuzzo Private Wealth held 34 shares of Williams-Sonoma worth $7.93K as of Q2 2026.
  • DiNuzzo Private Wealth left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #319 holding.
  • DiNuzzo Private Wealth first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.