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Dorato Capital Management’s Williams-Sonoma WSM Stock Holding History

Dorato Capital 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 		$115K Hold
520
– – 0.08% 140
2026
Q1 		$97.5K Hold
520
– – 0.07% 142
2025
Q4 		$107K Buy
+520
New +$97.4K 0.08% 139

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Principal Financial Group
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dorato Capital Management's WSM Position: Q2 2026 in Review

Dorato Capital Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 520 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #140.

Dorato Capital Management first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Dorato Capital Management held 520 shares of Williams-Sonoma worth $115K as of Q2 2026.
  • Dorato Capital Management left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.08% of Dorato Capital Management's portfolio in Q2 2026, its #140 holding.
  • Dorato Capital Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 515 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.