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Heritage Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Heritage Wealth 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
Q1 		$3.1K Buy
+17
New +$3.39K ﹤0.01% 595

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

Heritage Wealth Advisors's WSM Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Williams-Sonoma (WSM) in Q1 2026: 17 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings.

924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Heritage Wealth Advisors held 17 shares of Williams-Sonoma worth $3.1K as of Q1 2026.
  • Williams-Sonoma was a new Heritage Wealth Advisors position in Q1 2026.
  • Williams-Sonoma made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #595 holding.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.