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Gladstone Institutional Advisory’s Williams-Sonoma WSM Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$2.41M Sell
13,231
-2,646
-17% -$528K 0.09% 235
2025
Q4 		$2.84M Buy
15,877
+6,664
+72% +$1.25M 0.11% 207
2025
Q3 		$1.8M Buy
9,213
+1,656
+22% +$316K 0.07% 261
2025
Q2 		$1.23M Buy
7,557
+2,116
+39% +$332K 0.05% 311
2025
Q1 		$860K Buy
+5,441
New +$1.05M 0.04% 361

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's WSM Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Williams-Sonoma (WSM) stake by 17% in Q1 2026, selling an estimated $528K and leaving 13,231 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #235.

Gladstone Institutional Advisory first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.84M in Q4 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Gladstone Institutional Advisory held 13,231 shares of Williams-Sonoma worth $2.41M as of Q1 2026.
  • Gladstone Institutional Advisory sold 2,646 Williams-Sonoma shares in Q1 2026, an estimated $528K.
  • Williams-Sonoma made up 0.09% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #235 holding.
  • Gladstone Institutional Advisory first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • Gladstone Institutional Advisory's Williams-Sonoma position peaked at $2.84M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.