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 Q2	$3.96K	Hold	17	–	–	﹤0.01%	589
2026 Q1	$3.1K	Buy	+17	New	+$3.39K	﹤0.01%	595

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

Heritage Wealth Advisors's WSM Position: Q2 2026 in Review

Heritage Wealth Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 17 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Heritage Wealth Advisors first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Heritage Wealth Advisors held 17 shares of Williams-Sonoma worth $3.96K as of Q2 2026.
Heritage Wealth Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #589 holding.
Heritage Wealth Advisors first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.