GW Henssler & Associates’s Williams-Sonoma WSM Stock Holding History

GW Henssler & Associates’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	$231K	Buy	+991	New	+$196K	0.01%	223
2020 Q2	–	Sell	-15,414	Closed	-$328K	–	235
2020 Q1	$328K	Sell	15,414 -520	-3%	-$16.5K	0.03%	137
2019 Q4	$585K	Buy	15,934 +2,934	+23%	+$102K	0.05%	118
2019 Q3	$442K	Sell	13,000 -3,000	-19%	-$99.3K	0.04%	122
2019 Q2	$520K	Buy	16,000 +1,788	+13%	+$51.3K	0.05%	116
2019 Q1	$400K	Buy	+14,212	New	+$392K	0.04%	154

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GW Henssler & Associates's WSM Position: Q2 2026 in Review

GW Henssler & Associates opened a new position in Williams-Sonoma (WSM) in Q2 2026: 991 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: GW Henssler & Associates previously reported a position in WSM as recently as Q1 2020.

GW Henssler & Associates first reported a position in WSM in Q1 2019 and has held it in 6 quarters since. The position peaked at $585K in Q4 2019. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

GW Henssler & Associates held 991 shares of Williams-Sonoma worth $231K as of Q2 2026.
Williams-Sonoma was a new GW Henssler & Associates position in Q2 2026.
Williams-Sonoma made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #223 holding.
GW Henssler & Associates first reported a position in Williams-Sonoma in Q1 2019 and has held it in 6 quarters since.
GW Henssler & Associates's Williams-Sonoma position peaked at $585K in Q4 2019.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.