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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
Q2 		$3.1M Buy
13,281
+50
+0.4% +$9.91K 0.1% 217
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 $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

Gladstone Institutional Advisory's WSM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Williams-Sonoma (WSM) stake by 0.38% in Q2 2026, buying an estimated $9.91K and bringing the position to 13,281 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #217.

Gladstone Institutional Advisory first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Gladstone Institutional Advisory held 13,281 shares of Williams-Sonoma worth $3.1M as of Q2 2026.
  • Gladstone Institutional Advisory bought 50 Williams-Sonoma shares in Q2 2026, an estimated $9.91K.
  • Williams-Sonoma made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #217 holding.
  • Gladstone Institutional Advisory first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.