HighPoint Advisor Group’s Williams-Sonoma WSM Stock Holding History

HighPoint Advisor Group’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	$202K	Buy	+868	New	+$172K	0.01%	679
2026 Q1	–	Sell	-1,499	Closed	-$268K	–	1045
2025 Q4	$268K	Sell	1,499 -87	-5%	-$16.3K	0.01%	902
2025 Q3	$310K	Buy	1,586 +96	+6%	+$18.3K	0.01%	524
2025 Q2	$243K	Buy	+1,490	New	+$234K	0.01%	593
2025 Q1	–	Sell	-1,278	Closed	-$264K	–	695
2024 Q4	$264K	Buy	+1,278	New	+$203K	0.01%	554
2024 Q2	–	Sell	-1,276	Closed	-$201K	–	639
2024 Q1	$201K	Buy	+1,276	New	+$148K	0.01%	599
2021 Q3	$204K	Buy	+2,300	New	+$195K	0.02%	516
2021 Q2	–	Sell	-2,598	Closed	-$238K	–	570
2021 Q1	$238K	Buy	+2,598	New	+$175K	0.03%	420
2016 Q1	–	Sell	-16,466	Closed	-$431K	–	242
2015 Q4	$431K	Sell	16,466 -818	-5%	-$28K	0.28%	110
2015 Q3	$660K	Sell	17,284 -16,426	-49%	-$669K	0.73%	55
2015 Q2	$1.39M	Sell	33,710 -398	-1%	-$15.6K	2.14%	11
2015 Q1	$1.35M	Buy	+34,108	New	+$1.35M	2.06%	15

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

HighPoint Advisor Group's WSM Position: Q2 2026 in Review

HighPoint Advisor Group opened a new position in Williams-Sonoma (WSM) in Q2 2026: 868 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: HighPoint Advisor Group previously reported a position in WSM as recently as Q4 2025.

HighPoint Advisor Group first reported a position in WSM in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2015. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

HighPoint Advisor Group held 868 shares of Williams-Sonoma worth $202K as of Q2 2026.
Williams-Sonoma was a new HighPoint Advisor Group position in Q2 2026.
Williams-Sonoma made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #679 holding.
HighPoint Advisor Group first reported a position in Williams-Sonoma in Q1 2015 and has held it in 12 quarters since.
HighPoint Advisor Group's Williams-Sonoma position peaked at $1.39M in Q2 2015.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.