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GHP Investment Advisors’s Williams-Sonoma WSM Stock Holding History

GHP Investment Advisors’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 		$419K Sell
1,797
-28
-2% -$5.55K 0.02% 337
2026
Q1 		$333K Sell
1,825
-221
-11% -$44.1K 0.01% 349
2025
Q4 		$365K Sell
2,046
-371
-15% -$69.5K 0.02% 337
2025
Q3 		$472K Sell
2,417
-220
-8% -$42K 0.02% 311
2025
Q2 		$431K Sell
2,637
-955
-27% -$150K 0.02% 312
2025
Q1 		$568K Sell
3,592
-551
-13% -$106K 0.03% 291
2024
Q4 		$767K Sell
4,143
-106
-2% -$16.8K 0.04% 278
2024
Q3 		$658K Sell
4,249
-13,191
-76% -$1.89M 0.03% 284
2024
Q2 		$2.46M Sell
17,440
-1,742
-9% -$260K 0.12% 207
2024
Q1 		$3.05M Buy
19,182
+736
+4% +$85.4K 0.15% 193
2023
Q4 		$1.86M Buy
18,446
+2,538
+16% +$220K 0.1% 224
2023
Q3 		$1.28M Buy
15,908
+770
+5% +$53K 0.08% 241
2023
Q2 		$1.02M Buy
15,138
+2,208
+17% +$132K 0.06% 261
2023
Q1 		$787K Buy
12,930
+846
+7% +$52.8K 0.05% 271
2022
Q4 		$694K Sell
12,084
-1,506
-11% -$90.4K 0.05% 281
2022
Q3 		$801K Buy
13,590
+1,126
+9% +$79.9K 0.06% 251
2022
Q2 		$691K Sell
12,464
-4,204
-25% -$272K 0.05% 265
2022
Q1 		$1.21M Buy
16,668
+3,570
+27% +$270K 0.08% 236
2021
Q4 		$1.11M Buy
13,098
+6,000
+85% +$559K 0.08% 209
2021
Q3 		$629K Buy
+7,098
New +$601K 0.05% 226

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

GHP Investment Advisors's WSM Position: Q2 2026 in Review

GHP Investment Advisors reduced its Williams-Sonoma (WSM) stake by 1.5% in Q2 2026, selling an estimated $5.55K and leaving 1,797 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #337.

GHP Investment Advisors first reported a position in WSM in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.05M in Q1 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • GHP Investment Advisors held 1,797 shares of Williams-Sonoma worth $419K as of Q2 2026.
  • GHP Investment Advisors sold 28 Williams-Sonoma shares in Q2 2026, an estimated $5.55K.
  • Williams-Sonoma made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #337 holding.
  • GHP Investment Advisors first reported a position in Williams-Sonoma in Q3 2021 and has held it in 20 quarters since.
  • GHP Investment Advisors's Williams-Sonoma position peaked at $3.05M in Q1 2024.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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