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Global Retirement Partners’s Williams-Sonoma WSM Stock Holding History

Global Retirement Partners’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 		$400K Buy
+1,715
New +$340K 0.01% 1144
2025
Q4 		$306K Buy
1,715
+363
+27% +$68K 0.01% 1230
2025
Q3 		$264K Sell
1,352
-116
-8% -$22.2K 0.01% 1038
2025
Q2 		$240K Buy
+1,468
New +$230K 0.01% 1006
2024
Q4 		$82K Buy
443
+142
+47% +$22.5K ﹤0.01% 1375
2024
Q3 		$46.6K Sell
301
-611
-67% -$87.6K ﹤0.01% 1595
2024
Q2 		$129K Sell
912
-2
-0.2% -$298 ﹤0.01% 1069
2024
Q1 		$145K Sell
914
-226
-20% -$26.2K 0.01% 918
2023
Q4 		$116K Sell
1,140
-114
-9% -$9.87K ﹤0.01% 971
2023
Q3 		$95.1K Buy
1,254
+476
+61% +$32.8K ﹤0.01% 961
2023
Q2 		$48.7K Buy
778
+54
+7% +$3.22K ﹤0.01% 1288
2023
Q1 		$41.8K Buy
724
+610
+535% +$38.1K ﹤0.01% 1318
2022
Q4 		$6.58K Sell
114
-190
-63% -$11.4K ﹤0.01% 1928
2022
Q3 		$19K Buy
304
+222
+271% +$15.8K ﹤0.01% 1427
2022
Q2 		$5K Buy
82
+42
+105% +$2.72K ﹤0.01% 1923
2022
Q1 		$2K Buy
+40
New +$3.03K ﹤0.01% 2266

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

Global Retirement Partners's WSM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,715 shares worth $400K. The stake represents 0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WSM as recently as Q4 2025.

Global Retirement Partners first reported a position in WSM in Q1 2022 and has held it in 16 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Global Retirement Partners held 1,715 shares of Williams-Sonoma worth $400K as of Q2 2026.
  • Williams-Sonoma was a new Global Retirement Partners position in Q2 2026.
  • Williams-Sonoma made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1144 holding.
  • Global Retirement Partners first reported a position in Williams-Sonoma in Q1 2022 and has held it in 16 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.