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HUB Investment Partners’s Williams-Sonoma WSM Stock Holding History

HUB Investment Partners’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 		$829K Buy
3,558
+419
+13% +$83K 0.01% 506
2026
Q1 		$572K Buy
3,139
+156
+5% +$31.1K 0.01% 517
2025
Q4 		$533K Buy
2,983
+547
+22% +$102K 0.01% 469
2025
Q3 		$476K Buy
+2,436
New +$466K 0.02% 427

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 $3.37T AUM 44.26% 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

HUB Investment Partners's WSM Position: Q2 2026 in Review

HUB Investment Partners increased its Williams-Sonoma (WSM) stake by 13% in Q2 2026, buying an estimated $83K and bringing the position to 3,558 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #506.

HUB Investment Partners first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • HUB Investment Partners held 3,558 shares of Williams-Sonoma worth $829K as of Q2 2026.
  • HUB Investment Partners bought 419 Williams-Sonoma shares in Q2 2026, an estimated $83K.
  • Williams-Sonoma made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #506 holding.
  • HUB Investment Partners first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.