HBK Sorce Advisory’s Williams-Sonoma WSM Stock Holding History

HBK Sorce Advisory’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	$298K	Buy	1,202 +33	+3%	+$6.54K	0.01%	507
2026 Q1	$213K	Buy	1,169 +42	+4%	+$8.39K	﹤0.01%	591
2025 Q4	$249K	Buy	1,127 +7	+0.6%	+$1.31K	0.01%	526
2025 Q3	$213K	Buy	+1,120	New	+$214K	0.01%	564
2025 Q1	–	Sell	-1,096	Closed	-$203K	–	625
2024 Q4	$203K	Buy	+1,096	New	+$174K	0.01%	540
2022 Q1	–	Sell	-4,372	Closed	-$371K	–	624
2021 Q4	$371K	Buy	4,372 +4	+0.1%	+$373	0.02%	399
2021 Q3	$388K	Sell	4,368 -20	-0.5%	-$1.69K	0.02%	372
2021 Q2	$351K	Buy	4,388 +1,472	+50%	+$125K	0.02%	411
2021 Q1	$262K	Sell	2,916 -1,988	-41%	-$134K	0.02%	432
2020 Q4	$250K	Buy	+4,904	New	+$251K	0.02%	423

Other funds holding WSM

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

HBK Sorce Advisory's WSM Position: Q2 2026 in Review

HBK Sorce Advisory increased its Williams-Sonoma (WSM) stake by 2.8% in Q2 2026, buying an estimated $6.54K and bringing the position to 1,202 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #507.

HBK Sorce Advisory first reported a position in WSM in Q4 2020 and has held it in 10 quarters since. The position peaked at $388K in Q3 2021. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

HBK Sorce Advisory held 1,202 shares of Williams-Sonoma worth $298K as of Q2 2026.
HBK Sorce Advisory bought 33 Williams-Sonoma shares in Q2 2026, an estimated $6.54K.
Williams-Sonoma made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #507 holding.
HBK Sorce Advisory first reported a position in Williams-Sonoma in Q4 2020 and has held it in 10 quarters since.
HBK Sorce Advisory's Williams-Sonoma position peaked at $388K in Q3 2021.
545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.