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GeoWealth Management’s Williams-Sonoma WSM Stock Holding History

GeoWealth 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 		$436K Sell
1,870
-316
-14% -$62.6K 0.01% 535
2026
Q1 		$399K Buy
2,186
+41
+2% +$8.19K 0.01% 520
2025
Q4 		$383K Sell
2,145
-30
-1% -$5.62K 0.01% 503
2025
Q3 		$425K Buy
2,175
+114
+6% +$21.8K 0.02% 478
2025
Q2 		$337K Sell
2,061
-657
-24% -$103K 0.01% 522
2025
Q1 		$430K Buy
2,718
+93
+4% +$18K 0.02% 458
2024
Q4 		$486K Buy
2,625
+1,213
+86% +$192K 0.02% 475
2024
Q3 		$219K Buy
+1,412
New +$203K 0.01% 692
2024
Q2 		– Sell
-1,494
Closed -$237K – 951
2024
Q1 		$237K Buy
+1,494
New +$173K 0.01% 629

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

GeoWealth Management's WSM Position: Q2 2026 in Review

GeoWealth Management reduced its Williams-Sonoma (WSM) stake by 14% in Q2 2026, selling an estimated $62.6K and leaving 1,870 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #535.

GeoWealth Management first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $486K in Q4 2024. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • GeoWealth Management held 1,870 shares of Williams-Sonoma worth $436K as of Q2 2026.
  • GeoWealth Management sold 316 Williams-Sonoma shares in Q2 2026, an estimated $62.6K.
  • Williams-Sonoma made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #535 holding.
  • GeoWealth Management first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Williams-Sonoma position peaked at $486K in Q4 2024.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.