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Elevation Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Elevation Wealth Partners’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 		$48.3K Buy
207
+191
+1,194% +$37.9K 0.01% 310
2026
Q1 		$2.92K Sell
16
-6
-27% -$1.2K ﹤0.01% 838
2025
Q4 		$3.93K Sell
22
-7
-24% -$1.31K ﹤0.01% 677
2025
Q3 		$5.67K Buy
+29
New +$5.54K ﹤0.01% 457

Other funds holding WSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Elevation Wealth Partners's WSM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Williams-Sonoma (WSM) stake by 1,194% in Q2 2026, buying an estimated $37.9K and bringing the position to 207 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #310.

Elevation Wealth Partners first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Elevation Wealth Partners held 207 shares of Williams-Sonoma worth $48.3K as of Q2 2026.
  • Elevation Wealth Partners bought 191 Williams-Sonoma shares in Q2 2026, an estimated $37.9K.
  • Williams-Sonoma made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Elevation Wealth Partners first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.