Genus Capital Management’s Williams-Sonoma WSM Stock Holding History

Genus Capital 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 Q2	$3.39M	Sell	14,557 -57	-0.4%	-$11.3K	0.33%	88
2026 Q1	$2.66M	Buy	14,614 +13,281	+996%	+$2.65M	0.31%	100
2025 Q4	$238K	Sell	1,333 -16,947	-93%	-$3.18M	0.03%	181
2025 Q3	$3.57M	Buy	18,280 +10,720	+142%	+$2.05M	0.41%	84
2025 Q2	$1.24M	Buy	7,560 +5,960	+373%	+$936K	0.16%	126
2025 Q1	$253K	Buy	+1,600	New	+$309K	0.04%	166
2024 Q2	–	Sell	-2,842	Closed	-$424K	–	387
2024 Q1	$451K	Buy	+2,842	New	+$330K	0.06%	162
2023 Q4	–	Sell	-29,548	Closed	-$2.56M	–	362
2023 Q3	$2.3M	Sell	29,548 -13,880	-32%	-$956K	0.36%	85
2023 Q2	$2.72M	Buy	+43,428	New	+$2.59M	0.4%	81

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

Genus Capital Management's WSM Position: Q2 2026 in Review

Genus Capital Management reduced its Williams-Sonoma (WSM) stake by 0.39% in Q2 2026, selling an estimated $11.3K and leaving 14,557 shares worth $3.39M. The position accounts for 0.33% of the portfolio, ranked #88.

Genus Capital Management first reported a position in WSM in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.57M in Q3 2025. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Genus Capital Management held 14,557 shares of Williams-Sonoma worth $3.39M as of Q2 2026.
Genus Capital Management sold 57 Williams-Sonoma shares in Q2 2026, an estimated $11.3K.
Williams-Sonoma made up 0.33% of Genus Capital Management's portfolio in Q2 2026, its #88 holding.
Genus Capital Management first reported a position in Williams-Sonoma in Q2 2023 and has held it in 9 quarters since.
Genus Capital Management's Williams-Sonoma position peaked at $3.57M in Q3 2025.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.