Halbert Hargrove Global Advisors’s Williams-Sonoma WSM Stock Holding History

Halbert Hargrove Global Advisors’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	$448	Buy	+2	New	+$396	﹤0.01%	550

Other funds holding WSM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's WSM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 2 shares worth $448. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings.

382 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Halbert Hargrove Global Advisors held 2 shares of Williams-Sonoma worth $448 as of Q2 2026.
Williams-Sonoma was a new Halbert Hargrove Global Advisors position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #550 holding.
382 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.