Diversify Advisory Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Other funds holding WSM
BC
Diversify Advisory Services's WSM Position: Q2 2026 in Review
Diversify Advisory Services increased its Williams-Sonoma (WSM) stake by 186% in Q2 2026, buying an estimated $913K and bringing the position to 7,078 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #470.
Diversify Advisory Services first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.
- Diversify Advisory Services held 7,078 shares of Williams-Sonoma worth $1.66M as of Q2 2026.
- Diversify Advisory Services bought 4,605 Williams-Sonoma shares in Q2 2026, an estimated $913K.
- Williams-Sonoma made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #470 holding.
- Diversify Advisory Services first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
- 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.