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Essential Partners’s Williams-Sonoma WSM Stock Holding History

Essential 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 		$1.4K Sell
6
-48
-89% -$9.51K ﹤0.01% 2106
2026
Q1 		$9.85K Buy
+54
New +$10.8K ﹤0.01% 1263
2025
Q3 		– Sell
-2
Closed -$327 – 2799
2025
Q2 		$327 Buy
+2
New +$314 ﹤0.01% 1820

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

Essential Partners's WSM Position: Q2 2026 in Review

Essential Partners reduced its Williams-Sonoma (WSM) stake by 89% in Q2 2026, selling an estimated $9.51K and leaving 6 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Essential Partners first reported a position in WSM in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.85K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Essential Partners held 6 shares of Williams-Sonoma worth $1.4K as of Q2 2026.
  • Essential Partners sold 48 Williams-Sonoma shares in Q2 2026, an estimated $9.51K.
  • Williams-Sonoma made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2106 holding.
  • Essential Partners first reported a position in Williams-Sonoma in Q2 2025 and has held it in 3 quarters since.
  • Essential Partners's Williams-Sonoma position peaked at $9.85K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.