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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
Q3 		$64.5K Buy
283
+76
+37% +$17.6K 0.02% 310
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's WSM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Williams-Sonoma (WSM) stake by 37% in Q3 2026, buying an estimated $17.6K and bringing the position to 283 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #310.

Elevation Wealth Partners first reported a position in WSM in Q3 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Elevation Wealth Partners held 283 shares of Williams-Sonoma worth $64.5K as of Q3 2026.
  • Elevation Wealth Partners bought 76 Williams-Sonoma shares in Q3 2026, an estimated $17.6K.
  • Williams-Sonoma made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #310 holding.
  • Elevation Wealth Partners first reported a position in Williams-Sonoma in Q3 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.