FORA Capital’s Williams-Sonoma WSM Stock Holding History

FORA Capital’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	$273K	Buy	+1,172	New	+$232K	0.02%	319
2025 Q4	–	Sell	-1,271	Closed	-$248K	–	676
2025 Q3	$248K	Sell	1,271 -5,937	-82%	-$1.13M	0.04%	406
2025 Q2	$1.18M	Sell	7,208 -11,405	-61%	-$1.79M	0.13%	193
2025 Q1	$2.94M	Buy	+18,613	New	+$3.6M	0.3%	113
2024 Q3	–	Sell	-8,596	Closed	-$1.21M	–	599
2024 Q2	$1.21M	Buy	+8,596	New	+$1.28M	0.15%	192
2023 Q2	–	Sell	-6,910	Closed	-$420K	–	642
2023 Q1	$420K	Buy	+6,910	New	+$431K	0.04%	382
2022 Q3	–	Sell	-4,738	Closed	-$263K	–	603
2022 Q2	$263K	Buy	+4,738	New	+$306K	0.05%	356
2020 Q4	–	Sell	-1,940	Closed	-$88K	–	1162
2020 Q3	$88K	Buy	+1,940	New	+$86.2K	0.06%	324
2020 Q1	–	Sell	-13,812	Closed	-$507K	–	1386
2019 Q4	$507K	Buy	+13,812	New	+$480K	0.05%	392

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

FORA Capital's WSM Position: Q2 2026 in Review

FORA Capital opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,172 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings. This is a return to the name: FORA Capital previously reported a position in WSM as recently as Q3 2025.

FORA Capital first reported a position in WSM in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.94M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

FORA Capital held 1,172 shares of Williams-Sonoma worth $273K as of Q2 2026.
Williams-Sonoma was a new FORA Capital position in Q2 2026.
Williams-Sonoma made up 0.02% of FORA Capital's portfolio in Q2 2026, its #319 holding.
FORA Capital first reported a position in Williams-Sonoma in Q4 2019 and has held it in 9 quarters since.
FORA Capital's Williams-Sonoma position peaked at $2.94M in Q1 2025.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.