Gateway Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Gateway Wealth 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	$1.59M	Sell	6,825 -1,928	-22%	-$382K	0.1%	226
2026 Q1	$1.6M	Buy	8,753 +6,753	+338%	+$1.35M	0.06%	294
2025 Q4	$357K	Hold	2,000	–	–	0.04%	328
2025 Q3	$391K	Hold	2,000	–	–	0.05%	277
2025 Q2	$327K	Hold	2,000	–	–	0.06%	264
2025 Q1	$316K	Hold	2,000	–	–	0.07%	243
2024 Q4	$370K	Hold	2,000	–	–	0.1%	199
2024 Q3	$310K	Sell	2,000 -1,000	-33%	-$143K	0.09%	209
2024 Q2	$424K	Hold	3,000	–	–	0.13%	163
2024 Q1	$476K	Hold	3,000	–	–	0.17%	118
2023 Q4	$303K	Hold	3,000	–	–	0.12%	153
2023 Q3	$233K	Buy	+3,000	New	+$207K	0.04%	226

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

Gateway Wealth Partners's WSM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Williams-Sonoma (WSM) stake by 22% in Q2 2026, selling an estimated $382K and leaving 6,825 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #226.

Gateway Wealth Partners first reported a position in WSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q1 2026. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Gateway Wealth Partners held 6,825 shares of Williams-Sonoma worth $1.59M as of Q2 2026.
Gateway Wealth Partners sold 1,928 Williams-Sonoma shares in Q2 2026, an estimated $382K.
Williams-Sonoma made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #226 holding.
Gateway Wealth Partners first reported a position in Williams-Sonoma in Q3 2023 and has held it in 12 quarters since.
Gateway Wealth Partners's Williams-Sonoma position peaked at $1.6M in Q1 2026.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.