Diversify Wealth Management’s Williams-Sonoma WSM Stock Holding History

Diversify Wealth Management’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	$1.66M	Buy	7,078 +2,656	+60%	+$526K	0.03%	470
2026 Q1	$801K	Buy	4,422 +3,302	+295%	+$659K	0.01%	665
2025 Q4	$233K	Buy	1,120 +20	+2%	+$3.75K	0.01%	573
2025 Q3	$212K	Sell	1,100 -6	-0.5%	-$1.15K	0.01%	510
2025 Q2	$229K	Buy	+1,106	New	+$174K	0.01%	497
2025 Q1	–	Sell	-5,119	Closed	-$1.01M	–	554
2024 Q4	$1.01M	Buy	5,119 +1,838	+56%	+$292K	0.08%	221
2024 Q3	$454K	Sell	3,281 -2,457	-43%	-$352K	0.04%	331
2024 Q2	$386K	Buy	+5,738	New	+$855K	0.05%	318

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversify Wealth Management's WSM Position: Q2 2026 in Review

Diversify Wealth Management increased its Williams-Sonoma (WSM) stake by 60% in Q2 2026, buying an estimated $526K and bringing the position to 7,078 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #470.

Diversify Wealth Management first reported a position in WSM in Q2 2024 and has held it in 8 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Diversify Wealth Management held 7,078 shares of Williams-Sonoma worth $1.66M as of Q2 2026.
Diversify Wealth Management bought 2,656 Williams-Sonoma shares in Q2 2026, an estimated $526K.
Williams-Sonoma made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #470 holding.
Diversify Wealth Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 8 quarters since.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.