FourThought Financial Partners’s Williams-Sonoma WSM Stock Holding History

FourThought Financial 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	$310K	Buy	1,331 +5	+0.4%	+$991	0.02%	279
2026 Q1	$242K	Sell	1,326 -493	-27%	-$98.4K	0.02%	316
2025 Q4	$325K	Sell	1,819 -229	-11%	-$42.9K	0.03%	304
2025 Q3	$400K	Buy	2,048 +488	+31%	+$93.3K	0.04%	220
2025 Q2	$255K	Sell	1,560 -6	-0.4%	-$942	0.03%	258
2025 Q1	$248K	Sell	1,566 -18	-1%	-$3.48K	0.03%	266
2024 Q4	$293K	Buy	+1,584	New	+$251K	0.03%	243
2024 Q2	–	Sell	-1,272	Closed	-$202K	–	325
2024 Q1	$202K	Sell	1,272 -4,914	-79%	-$570K	0.02%	311
2023 Q4	$624K	Sell	6,186 -318	-5%	-$27.5K	0.08%	170
2023 Q3	$505K	Buy	6,504 +626	+11%	+$43.1K	0.07%	183
2023 Q2	$368K	Buy	+5,878	New	+$350K	0.05%	222

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

FourThought Financial Partners's WSM Position: Q2 2026 in Review

FourThought Financial Partners increased its Williams-Sonoma (WSM) stake by 0.38% in Q2 2026, buying an estimated $991 and bringing the position to 1,331 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #279.

FourThought Financial Partners first reported a position in WSM in Q2 2023 and has held it in 11 quarters since. The position peaked at $624K in Q4 2023. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

FourThought Financial Partners held 1,331 shares of Williams-Sonoma worth $310K as of Q2 2026.
FourThought Financial Partners bought 5 Williams-Sonoma shares in Q2 2026, an estimated $991.
Williams-Sonoma made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #279 holding.
FourThought Financial Partners first reported a position in Williams-Sonoma in Q2 2023 and has held it in 11 quarters since.
FourThought Financial Partners's Williams-Sonoma position peaked at $624K in Q4 2023.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.