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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
2025
Q4 		– Sell
-100
Closed -$19.5K – 1068
2025
Q3 		$19.5K Buy
+100
New +$19.1K ﹤0.01% 800

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Boston Partners
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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. 562 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.
  • 562 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.