Diversify Advisory Services’s Williams-Sonoma WSM Stock Holding History
Bought
Maintained
Sold
Other funds holding WSM
Diversify Advisory Services's WSM Position: Q3 2026 in Review
Diversify Advisory Services reduced its Williams-Sonoma (WSM) stake by 33% in Q3 2026, selling an estimated $534K and leaving 4,765 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #605.
Diversify Advisory Services first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2026. 197 funds tracked by Wall St. Rank hold WSM as of Q3 2026.
- Diversify Advisory Services held 4,765 shares of Williams-Sonoma worth $1.2M as of Q3 2026.
- Diversify Advisory Services sold 2,313 Williams-Sonoma shares in Q3 2026, an estimated $534K.
- Williams-Sonoma made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #605 holding.
- Diversify Advisory Services first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
- Diversify Advisory Services's Williams-Sonoma position peaked at $1.66M in Q2 2026.
- 197 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.