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 Q2	–	Sell	-14,272	Closed	-$2.6M	–	1357
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

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 $3.37T AUM 44.26% 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

Freestone Grove Partners's WSM Position: Q2 2026 in Review

Freestone Grove Partners sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 14,272 shares — an estimated $2.6M sold.

Freestone Grove Partners first reported a position in WSM in Q2 2025 and held it in 2 quarters. The position peaked at $13.2M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Freestone Grove Partners reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 14,272 Williams-Sonoma shares in Q2 2026, an estimated $2.6M.
Freestone Grove Partners first reported a position in Williams-Sonoma in Q2 2025 and held it in 2 quarters.
Freestone Grove Partners's Williams-Sonoma position peaked at $13.2M in Q2 2025.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.