Fifth Third Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Fifth Third 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 Q2	$508K	Buy	2,181 +80	+4%	+$15.9K	0.01%	478
2026 Q1	$383K	Sell	2,101 -171	-8%	-$34.1K	0.01%	513
2025 Q4	$406K	Sell	2,272 -254	-10%	-$47.6K	0.01%	458
2025 Q3	$494K	Buy	2,526 +5	+0.2%	+$956	0.02%	383
2025 Q2	$412K	Sell	2,521 -19	-0.7%	-$2.98K	0.02%	417
2025 Q1	$402K	Sell	2,540 -2,408	-49%	-$465K	0.02%	392
2024 Q4	$916K	Sell	4,948 -73	-1%	-$11.6K	0.05%	216
2024 Q3	$778K	Buy	5,021 +907	+22%	+$130K	0.05%	224
2024 Q2	$581K	Buy	+4,114	New	+$613K	0.04%	245

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Fifth Third Wealth Advisors's WSM Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Williams-Sonoma (WSM) stake by 3.8% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,181 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #478.

Fifth Third Wealth Advisors first reported a position in WSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $916K in Q4 2024. 177 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Fifth Third Wealth Advisors held 2,181 shares of Williams-Sonoma worth $508K as of Q2 2026.
Fifth Third Wealth Advisors bought 80 Williams-Sonoma shares in Q2 2026, an estimated $15.9K.
Williams-Sonoma made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #478 holding.
Fifth Third Wealth Advisors first reported a position in Williams-Sonoma in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Williams-Sonoma position peaked at $916K in Q4 2024.
177 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.