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EverSource Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

EverSource Wealth 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
Q1 		$174K Buy
953
+423
+80% +$84.5K 0.01% 1125
2025
Q4 		$94.7K Sell
530
-42
-7% -$7.87K ﹤0.01% 1344
2025
Q3 		$112K Buy
572
+11
+2% +$2.1K ﹤0.01% 1219
2025
Q2 		$91.7K Buy
561
+20
+4% +$3.14K ﹤0.01% 1258
2025
Q1 		$85.6K Buy
541
+145
+37% +$28K ﹤0.01% 973
2024
Q4 		$73.4K Buy
396
+53
+15% +$8.41K ﹤0.01% 1025
2024
Q3 		$53.1K Sell
343
-1,587
-82% -$228K ﹤0.01% 1045
2024
Q2 		$149K Buy
1,930
+878
+83% +$131K 0.01% 660
2024
Q1 		$151K Sell
1,052
-124
-11% -$14.4K 0.01% 577
2023
Q4 		$119K Buy
1,176
+82
+7% +$7.1K 0.01% 580
2023
Q3 		$85K Sell
1,094
-344
-24% -$23.7K 0.01% 629
2023
Q2 		$90K Sell
1,438
-56
-4% -$3.34K 0.01% 616
2023
Q1 		$90.9K Sell
1,494
-16
-1% -$999 0.01% 567
2022
Q4 		$86.8K Buy
1,510
+66
+5% +$3.96K 0.01% 553
2022
Q3 		$85K Buy
1,444
+820
+131% +$58.2K 0.02% 477
2022
Q2 		$35K Sell
624
-88
-12% -$5.69K 0.01% 691
2022
Q1 		$52K Sell
712
-28
-4% -$2.12K 0.01% 462
2021
Q4 		$63K Buy
+740
New +$68.9K 0.02% 382

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's WSM Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Williams-Sonoma (WSM) stake by 80% in Q1 2026, buying an estimated $84.5K and bringing the position to 953 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #1125.

EverSource Wealth Advisors first reported a position in WSM in Q4 2021 and has held it in 18 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • EverSource Wealth Advisors held 953 shares of Williams-Sonoma worth $174K as of Q1 2026.
  • EverSource Wealth Advisors bought 423 Williams-Sonoma shares in Q1 2026, an estimated $84.5K.
  • Williams-Sonoma made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1125 holding.
  • EverSource Wealth Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 18 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.