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Great Diamond Partners’s Williams-Sonoma WSM Stock Holding History

Great Diamond 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 		$5.26M Buy
22,550
+206
+0.9% +$40.8K 0.9% 28
2026
Q1 		$4.07M Buy
22,344
+607
+3% +$121K 0.78% 33
2025
Q4 		$3.88M Sell
21,737
-6
-0% -$1.12K 0.75% 29
2025
Q3 		$4.25M Buy
21,743
+307
+1% +$58.7K 0.82% 26
2025
Q2 		$3.5M Sell
21,436
-1,885
-8% -$296K 0.74% 31
2025
Q1 		$3.69M Sell
23,321
-1,698
-7% -$328K 1.01% 23
2024
Q4 		$4.63M Sell
25,019
-100
-0.4% -$15.9K 1.2% 20
2024
Q3 		$3.89M Sell
25,119
-3,283
-12% -$471K 0.99% 25
2024
Q2 		$4.01M Buy
28,402
+2,100
+8% +$313K 0.94% 26
2024
Q1 		$4.18M Buy
+26,302
New +$3.05M 0.96% 25
2022
Q1 		– Sell
-20,368
Closed -$1.72M – 233
2021
Q4 		$1.72M Buy
20,368
+216
+1% +$20.1K 0.44% 59
2021
Q3 		$1.79M Buy
20,152
+192
+1% +$16.2K 0.49% 56
2021
Q2 		$1.59M Buy
19,960
+260
+1% +$22.1K 0.45% 61
2021
Q1 		$1.76M Sell
19,700
-7,372
-27% -$498K 0.54% 53
2020
Q4 		$1.38M Buy
+27,072
New +$1.39M 0.44% 54

Other funds holding WSM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Great Diamond Partners's WSM Position: Q2 2026 in Review

Great Diamond Partners increased its Williams-Sonoma (WSM) stake by 0.92% in Q2 2026, buying an estimated $40.8K and bringing the position to 22,550 shares worth $5.26M. The position accounts for 0.9% of the portfolio, ranked #28.

Great Diamond Partners first reported a position in WSM in Q4 2020 and has held it in 15 quarters since. 383 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Great Diamond Partners held 22,550 shares of Williams-Sonoma worth $5.26M as of Q2 2026.
  • Great Diamond Partners bought 206 Williams-Sonoma shares in Q2 2026, an estimated $40.8K.
  • Williams-Sonoma made up 0.9% of Great Diamond Partners's portfolio in Q2 2026, its #28 holding.
  • Great Diamond Partners first reported a position in Williams-Sonoma in Q4 2020 and has held it in 15 quarters since.
  • 383 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.