Generali Asset Management’s Williams-Sonoma WSM Stock Holding History

Generali Asset Management’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 Q3	$883K	Buy	3,874 +1,544	+66%	+$357K	0.02%	334
2026 Q2	$543K	Sell	2,330 -5,978	-72%	-$1.18M	0.01%	398
2026 Q1	$1.51M	Buy	8,308 +927	+13%	+$185K	0.03%	346
2025 Q4	$1.32M	Sell	7,381 -4,467	-38%	-$837K	0.03%	374
2025 Q3	$2.32M	Sell	11,848 -1,130	-9%	-$216K	0.05%	275
2025 Q2	$2.12M	Buy	12,978 +2,861	+28%	+$449K	0.05%	296
2025 Q1	$1.6M	Sell	10,117 -966	-9%	-$187K	0.04%	339
2024 Q4	$2.05M	Buy	+11,083	New	+$1.76M	0.05%	305

Other funds holding WSM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Generali Asset Management's WSM Position: Q3 2026 in Review

Generali Asset Management increased its Williams-Sonoma (WSM) stake by 66% in Q3 2026, buying an estimated $357K and bringing the position to 3,874 shares worth $883K. The position accounts for 0.02% of the portfolio, ranked #334.

Generali Asset Management first reported a position in WSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.32M in Q3 2025. 578 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Generali Asset Management held 3,874 shares of Williams-Sonoma worth $883K as of Q3 2026.
Generali Asset Management bought 1,544 Williams-Sonoma shares in Q3 2026, an estimated $357K.
Williams-Sonoma made up 0.02% of Generali Asset Management's portfolio in Q3 2026, its #334 holding.
Generali Asset Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 8 quarters since.
Generali Asset Management's Williams-Sonoma position peaked at $2.32M in Q3 2025.
578 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Generali Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.