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HRT Financial’s Williams-Sonoma WSM Stock Holding History

HRT Financial’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 		– Sell
-2,300
Closed -$410K – 4858
2025
Q4 		$410K Buy
+2,300
New +$431K ﹤0.01% 2214

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HRT Financial's WSM Position: Q2 2026 in Review

HRT Financial opened a new position in Williams-Sonoma (WSM) in Q2 2026: 5,808 shares worth $1.35M. The stake represents ﹤0.01% of the portfolio and ranks #1979 among its holdings. This is a return to the name: HRT Financial previously reported a position in WSM as recently as Q4 2025.

HRT Financial first reported a position in WSM in Q2 2019 and has held it in 18 quarters since. The position peaked at $75.8M in Q4 2024. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • HRT Financial held 5,808 shares of Williams-Sonoma worth $1.35M as of Q2 2026.
  • Williams-Sonoma was a new HRT Financial position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #1979 holding.
  • HRT Financial first reported a position in Williams-Sonoma in Q2 2019 and has held it in 18 quarters since.
  • HRT Financial's Williams-Sonoma position peaked at $75.8M in Q4 2024.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.