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Gateway Investment Advisers’s Williams-Sonoma WSM Stock Holding History

Gateway Investment Advisers’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 		$2.62M Buy
11,230
+1,595
+17% +$316K 0.03% 249
2026
Q1 		$1.76M Sell
9,635
-8,879
-48% -$1.77M 0.02% 269
2025
Q4 		$3.31M Buy
18,514
+2,116
+13% +$396K 0.03% 233
2025
Q3 		$3.21M Buy
16,398
+4,510
+38% +$862K 0.03% 226
2025
Q2 		$1.94M Buy
11,888
+4,157
+54% +$653K 0.02% 254
2025
Q1 		$1.22M Buy
7,731
+612
+9% +$118K 0.01% 311
2024
Q4 		$1.32M Sell
7,119
-11,565
-62% -$1.84M 0.01% 295
2024
Q3 		$2.89M Buy
18,684
+11,596
+164% +$1.66M 0.03% 232
2024
Q2 		$1M Buy
7,088
+4,452
+169% +$664K 0.01% 322
2024
Q1 		$419K Sell
2,636
-52
-2% -$6.04K ﹤0.01% 411
2023
Q4 		$271K Sell
2,688
-42
-2% -$3.64K ﹤0.01% 446
2023
Q3 		$212K Buy
+2,730
New +$188K ﹤0.01% 482
2023
Q2 		– Sell
-38,346
Closed -$2.33M – 518
2023
Q1 		$2.33M Sell
38,346
-574
-1% -$35.8K 0.03% 278
2022
Q4 		$2.24M Buy
38,920
+28
+0.1% +$1.68K 0.03% 299
2022
Q3 		$2.29M Sell
38,892
-32
-0.1% -$2.27K 0.03% 300
2022
Q2 		$2.16M Buy
38,924
+70
+0.2% +$4.53K 0.02% 315
2022
Q1 		$2.82M Buy
+38,854
New +$2.94M 0.03% 305

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gateway Investment Advisers's WSM Position: Q2 2026 in Review

Gateway Investment Advisers increased its Williams-Sonoma (WSM) stake by 17% in Q2 2026, buying an estimated $316K and bringing the position to 11,230 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #249.

Gateway Investment Advisers first reported a position in WSM in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.31M in Q4 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Gateway Investment Advisers held 11,230 shares of Williams-Sonoma worth $2.62M as of Q2 2026.
  • Gateway Investment Advisers bought 1,595 Williams-Sonoma shares in Q2 2026, an estimated $316K.
  • Williams-Sonoma made up 0.03% of Gateway Investment Advisers's portfolio in Q2 2026, its #249 holding.
  • Gateway Investment Advisers first reported a position in Williams-Sonoma in Q1 2022 and has held it in 17 quarters since.
  • Gateway Investment Advisers's Williams-Sonoma position peaked at $3.31M in Q4 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.