Elo Mutual Pension Insurance’s Williams-Sonoma WSM Stock Holding History

Elo Mutual Pension Insurance’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	–	Sell	-27,482	Closed	-$5.01M	–	724
2026 Q1	$5.01M	Buy	27,482 +741	+3%	+$148K	0.08%	199
2025 Q4	$4.78M	Sell	26,741 -780	-3%	-$146K	0.07%	210
2025 Q3	$5.38M	Buy	27,521 +9,233	+50%	+$1.76M	0.09%	187
2025 Q2	$2.99M	Buy	18,288 +3,687	+25%	+$579K	0.06%	245
2025 Q1	$2.31M	Buy	14,601 +1,424	+11%	+$275K	0.05%	292
2024 Q4	$2.44M	Buy	13,177 +1,780	+16%	+$282K	0.05%	315
2024 Q3	$1.77M	Buy	+11,397	New	+$1.63M	0.04%	345

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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's WSM Position: Q2 2026 in Review

Elo Mutual Pension Insurance sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 27,482 shares — an estimated $5.01M sold.

Elo Mutual Pension Insurance first reported a position in WSM in Q3 2024 and held it in 7 quarters. The position peaked at $5.38M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Elo Mutual Pension Insurance reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Elo Mutual Pension Insurance sold 27,482 Williams-Sonoma shares in Q2 2026, an estimated $5.01M.
Elo Mutual Pension Insurance first reported a position in Williams-Sonoma in Q3 2024 and held it in 7 quarters.
Elo Mutual Pension Insurance's Williams-Sonoma position peaked at $5.38M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.