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D'Orazio & Associates’s Williams-Sonoma WSM Stock Holding History

D'Orazio & Associates’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 		$237K Buy
+1,016
New +$201K 0.03% 266
2021
Q4 		– Sell
-264
Closed -$23K – 718
2021
Q3 		$23K Buy
+264
New +$22.3K 0.01% 360

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D'Orazio & Associates's WSM Position: Q2 2026 in Review

D'Orazio & Associates opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,016 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings. This is a return to the name: D'Orazio & Associates previously reported a position in WSM as recently as Q3 2021.

D'Orazio & Associates first reported a position in WSM in Q3 2021 and has held it in 2 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • D'Orazio & Associates held 1,016 shares of Williams-Sonoma worth $237K as of Q2 2026.
  • Williams-Sonoma was a new D'Orazio & Associates position in Q2 2026.
  • Williams-Sonoma made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #266 holding.
  • D'Orazio & Associates first reported a position in Williams-Sonoma in Q3 2021 and has held it in 2 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.