Focus Partners Wealth
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Focus Partners Wealth’s Williams-Sonoma WSM Stock Holding History

Focus Partners Wealth’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 		$10.3M Sell
55,895
-2,044
-4% -$408K 0.01% 711
2025
Q4 		$10.3M Buy
57,939
+26,213
+83% +$4.91M 0.01% 685
2025
Q3 		$6.2M Sell
31,726
-1,501
-5% -$287K 0.01% 691
2025
Q2 		$5.43M Buy
33,227
+28,388
+587% +$4.46M 0.01% 654
2025
Q1 		$765K Sell
4,839
-4
-0.1% -$773 ﹤0.01% 1166
2024
Q4 		$897K Buy
4,843
+2,799
+137% +$444K ﹤0.01% 1087
2024
Q3 		$317K Sell
2,044
-9,596
-82% -$1.38M ﹤0.01% 1307
2024
Q2 		$1.27M Buy
11,640
+9,004
+342% +$1.34M ﹤0.01% 754
2024
Q1 		$419K Buy
+2,636
New +$306K ﹤0.01% 756

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

Focus Partners Wealth's WSM Position: Q1 2026 in Review

Focus Partners Wealth reduced its Williams-Sonoma (WSM) stake by 3.5% in Q1 2026, selling an estimated $408K and leaving 55,895 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #711.

Focus Partners Wealth first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Focus Partners Wealth held 55,895 shares of Williams-Sonoma worth $10.3M as of Q1 2026.
  • Focus Partners Wealth sold 2,044 Williams-Sonoma shares in Q1 2026, an estimated $408K.
  • Williams-Sonoma made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #711 holding.
  • Focus Partners Wealth first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Williams-Sonoma position peaked at $10.3M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.