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Freestone Grove Partners’s Williams-Sonoma WSM Stock Holding History

Freestone Grove 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
Q1 		$2.6M Buy
+14,272
New +$2.85M 0.02% 360
2025
Q3 		– Sell
-80,493
Closed -$13.2M – 921
2025
Q2 		$13.2M Buy
+80,493
New +$12.6M 0.1% 249

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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

Freestone Grove Partners's WSM Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Williams-Sonoma (WSM) in Q1 2026: 14,272 shares worth $2.6M. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in WSM as recently as Q2 2025.

Freestone Grove Partners first reported a position in WSM in Q2 2025 and has held it in 2 quarters since. The position peaked at $13.2M in Q2 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Freestone Grove Partners held 14,272 shares of Williams-Sonoma worth $2.6M as of Q1 2026.
  • Williams-Sonoma was a new Freestone Grove Partners position in Q1 2026.
  • Williams-Sonoma made up 0.02% of Freestone Grove Partners's portfolio in Q1 2026, its #360 holding.
  • Freestone Grove Partners first reported a position in Williams-Sonoma in Q2 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Williams-Sonoma position peaked at $13.2M in Q2 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

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