HighTower Advisors’s Williams-Sonoma WSM Stock Holding History

HighTower 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
2023 Q4	–	Sell	-500	Closed	-$16.3K	–	3874
2023 Q3	$16.3K	Buy	+500	New	+$34.4K	﹤0.01%	3346
2023 Q1	–	Sell	-600	Closed	-$147K	–	3689
2022 Q4	$147K	Buy	+600	New	+$36K	﹤0.01%	2861
2021 Q4	–	Sell	-55,200	Closed	-$238K	–	3504
2021 Q3	$238K	Buy	+55,200	New	+$4.67M	﹤0.01%	2583

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

HighTower Advisors's WSM Position: Q2 2026 in Review

HighTower Advisors reduced its Williams-Sonoma (WSM) stake by 3% in Q2 2026, selling an estimated $529K and leaving 85,145 shares worth $19.8M. The position accounts for 0.02% of the portfolio, ranked #648.

HighTower Advisors first reported a position in WSM in Q1 2014 and has held it in 49 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

HighTower Advisors held 85,145 shares of Williams-Sonoma worth $19.8M as of Q2 2026.
HighTower Advisors sold 2,671 Williams-Sonoma shares in Q2 2026, an estimated $529K.
Williams-Sonoma made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #648 holding.
HighTower Advisors first reported a position in Williams-Sonoma in Q1 2014 and has held it in 49 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.