Elevated Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Elevated Capital Advisors’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	$426K	Sell	1,829 -1,425	-44%	-$282K	0.12%	143
2026 Q1	$593K	Sell	3,254 -916	-22%	-$183K	0.15%	159
2025 Q4	$745K	Sell	4,170 -1,076	-21%	-$202K	0.17%	151
2025 Q3	$1.03M	Sell	5,246 -820	-14%	-$157K	0.26%	99
2025 Q2	$959K	Hold	6,066	–	–	0.27%	105
2025 Q1	$959K	Sell	6,066 -482	-7%	-$93.1K	0.27%	105
2024 Q4	$1.21M	Sell	6,548 -621	-9%	-$98.5K	0.33%	76
2024 Q3	$1.11M	Buy	7,169 +3	+0%	+$430	0.3%	88
2024 Q2	$1.01M	Buy	7,166 +316	+5%	+$47.1K	0.28%	89
2024 Q1	$1.09M	Sell	6,850 -300	-4%	-$34.8K	0.31%	86
2023 Q4	$721K	Hold	7,150	–	–	0.23%	111
2023 Q3	$556K	Sell	7,150 -84	-1%	-$5.79K	0.19%	117
2023 Q2	$453K	Buy	7,234 +738	+11%	+$44K	0.15%	140
2023 Q1	$395K	Buy	6,496 +164	+3%	+$10.2K	0.14%	136
2022 Q4	$364K	Buy	+6,332	New	+$380K	0.14%	131

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 $3.37T AUM 44.26% 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

Elevated Capital Advisors's WSM Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Williams-Sonoma (WSM) stake by 44% in Q2 2026, selling an estimated $282K and leaving 1,829 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #143.

Elevated Capital Advisors first reported a position in WSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Elevated Capital Advisors held 1,829 shares of Williams-Sonoma worth $426K as of Q2 2026.
Elevated Capital Advisors sold 1,425 Williams-Sonoma shares in Q2 2026, an estimated $282K.
Williams-Sonoma made up 0.12% of Elevated Capital Advisors's portfolio in Q2 2026, its #143 holding.
Elevated Capital Advisors first reported a position in Williams-Sonoma in Q4 2022 and has held it in 15 quarters since.
Elevated Capital Advisors's Williams-Sonoma position peaked at $1.21M in Q4 2024.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.