Diversify Advisory Services’s Williams-Sonoma WSM Stock Holding History

Diversify Advisory Services’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	$448K	Sell	2,473 -405	-14%	-$80.9K	0.07%	121
2025 Q4	$609K	Buy	2,878 +51	+2%	+$9.56K	0.02%	541
2025 Q3	$544K	Buy	2,827 +101	+4%	+$19.3K	0.02%	537
2025 Q2	$564K	Buy	+2,726	New	+$428K	0.02%	496
2025 Q1	–	Sell	-1,863	Closed	-$367K	–	700
2024 Q4	$367K	Sell	1,863 -1,363	-42%	-$216K	0.02%	439
2024 Q3	$451K	Sell	3,226 -3,064	-49%	-$440K	0.02%	395
2024 Q2	$447K	Sell	6,290 -1,184	-16%	-$176K	0.02%	405
2024 Q1	$1.18M	Buy	+7,474	New	+$868K	0.07%	220

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Advisory Services's WSM Position: Q1 2026 in Review

Diversify Advisory Services reduced its Williams-Sonoma (WSM) stake by 14% in Q1 2026, selling an estimated $80.9K and leaving 2,473 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #121.

Diversify Advisory Services first reported a position in WSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Diversify Advisory Services held 2,473 shares of Williams-Sonoma worth $448K as of Q1 2026.
Diversify Advisory Services sold 405 Williams-Sonoma shares in Q1 2026, an estimated $80.9K.
Williams-Sonoma made up 0.07% of Diversify Advisory Services's portfolio in Q1 2026, its #121 holding.
Diversify Advisory Services first reported a position in Williams-Sonoma in Q1 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Williams-Sonoma position peaked at $1.18M in Q1 2024.
924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.