HORAN Wealth
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HORAN Wealth’s Williams-Sonoma WSM Stock Holding History

HORAN Wealth’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
Q3 		$471K Buy
+2,067
New +$477K 0.05% 171

Other funds holding WSM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Blackhill Capital
Blackhill Capital Morristown, New Jersey $2.37B AUM 22.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HORAN Wealth's WSM Position: Q3 2026 in Review

HORAN Wealth opened a new position in Williams-Sonoma (WSM) in Q3 2026: 2,067 shares worth $471K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • HORAN Wealth held 2,067 shares of Williams-Sonoma worth $471K as of Q3 2026.
  • Williams-Sonoma was a new HORAN Wealth position in Q3 2026.
  • Williams-Sonoma made up 0.05% of HORAN Wealth's portfolio in Q3 2026, its #171 holding.
  • 886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.