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Hantz Financial Services’s Williams-Sonoma WSM Stock Holding History

Hantz Financial Services’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
Q1 		$362K Buy
1,987
+325
+20% +$64.9K 0.01% 776
2025
Q4 		$297K Buy
1,662
+92
+6% +$17.2K ﹤0.01% 721
2025
Q3 		$307K Sell
1,570
-3
-0.2% -$573 ﹤0.01% 644
2025
Q2 		$257K Sell
1,573
-207
-12% -$32.5K ﹤0.01% 585
2025
Q1 		$281K Sell
1,780
-162
-8% -$31.3K ﹤0.01% 541
2024
Q4 		$360K Sell
1,942
-1,162
-37% -$184K 0.01% 521
2024
Q3 		$481K Sell
3,104
-546
-15% -$78.3K 0.01% 504
2024
Q2 		$515K Sell
3,650
-396
-10% -$59K 0.01% 504
2024
Q1 		$642K Sell
4,046
-184
-4% -$21.4K 0.01% 482
2023
Q4 		$427K Sell
4,230
-228
-5% -$19.7K 0.01% 506
2023
Q3 		$346K Sell
4,458
-172,266
-97% -$11.9M 0.01% 506
2023
Q2 		$11.1M Sell
176,724
-23,522
-12% -$1.4M 0.28% 112
2023
Q1 		$12.2M Sell
200,246
-2,908
-1% -$182K 0.33% 81
2022
Q4 		$11.7M Sell
203,154
-26,318
-11% -$1.58M 0.35% 79
2022
Q3 		$13.5M Buy
229,472
+3,766
+2% +$267K 0.47% 53
2022
Q2 		$12.5M Buy
225,706
+1,262
+0.6% +$81.6K 0.42% 59
2022
Q1 		$16.3M Buy
224,444
+13,038
+6% +$987K 0.48% 48
2021
Q4 		$17.9M Buy
211,406
+13,472
+7% +$1.25M 0.52% 50
2021
Q3 		$17.6M Buy
197,934
+27,636
+16% +$2.34M 0.57% 40
2021
Q2 		$13.6M Buy
170,298
+10,236
+6% +$871K 0.5% 44
2021
Q1 		$14.3M Buy
160,062
+9,806
+7% +$662K 0.59% 37
2020
Q4 		$7.65M Buy
150,256
+3,906
+3% +$200K 0.34% 77
2020
Q3 		$6.62M Buy
146,350
+2,266
+2% +$101K 0.34% 78
2020
Q2 		$5.91M Buy
+144,084
New +$4.9M 0.33% 83

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hantz Financial Services's WSM Position: Q1 2026 in Review

Hantz Financial Services increased its Williams-Sonoma (WSM) stake by 20% in Q1 2026, buying an estimated $64.9K and bringing the position to 1,987 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #776.

Hantz Financial Services first reported a position in WSM in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.9M in Q4 2021. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Hantz Financial Services held 1,987 shares of Williams-Sonoma worth $362K as of Q1 2026.
  • Hantz Financial Services bought 325 Williams-Sonoma shares in Q1 2026, an estimated $64.9K.
  • Williams-Sonoma made up 0.01% of Hantz Financial Services's portfolio in Q1 2026, its #776 holding.
  • Hantz Financial Services first reported a position in Williams-Sonoma in Q2 2020 and has held it in 24 quarters since.
  • Hantz Financial Services's Williams-Sonoma position peaked at $17.9M in Q4 2021.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.