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Golden State Equity Partners’s Williams-Sonoma WSM Stock Holding History

Golden State Equity 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 		– Sell
-660
Closed -$120K – 1757
2026
Q1 		$120K Buy
+660
New +$132K 0.01% 709
2024
Q4 		– Sell
-298
Closed -$46.2K – 892
2024
Q3 		$46.2K Buy
+298
New +$42.7K 0.01% 547

Other funds holding WSM

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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 $3.38T AUM 44.17% 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

Golden State Equity Partners's WSM Position: Q2 2026 in Review

Golden State Equity Partners sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 660 shares — an estimated $120K sold.

Golden State Equity Partners first reported a position in WSM in Q3 2024 and held it in 2 quarters. The position peaked at $120K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Golden State Equity Partners reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 660 Williams-Sonoma shares in Q2 2026, an estimated $120K.
  • Golden State Equity Partners first reported a position in Williams-Sonoma in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Williams-Sonoma position peaked at $120K in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.