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Hughes Financial Services’s Williams-Sonoma WSM Stock Holding History

Hughes Financial Services’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 		$3.03K Buy
13
+7
+117% +$1.39K ﹤0.01% 657
2026
Q1 		$1.09K Buy
6
+2
+50% +$399 ﹤0.01% 743
2025
Q4 		$714 Hold
4
– – ﹤0.01% 820
2025
Q3 		$779 Hold
4
– – ﹤0.01% 785
2025
Q2 		$803 Sell
4
-8
-67% -$1.26K ﹤0.01% 762
2025
Q1 		$1.91K Buy
+12
New +$2.32K ﹤0.01% 587

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Hughes Financial Services's WSM Position: Q2 2026 in Review

Hughes Financial Services increased its Williams-Sonoma (WSM) stake by 117% in Q2 2026, buying an estimated $1.39K and bringing the position to 13 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Hughes Financial Services first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Hughes Financial Services held 13 shares of Williams-Sonoma worth $3.03K as of Q2 2026.
  • Hughes Financial Services bought 7 Williams-Sonoma shares in Q2 2026, an estimated $1.39K.
  • Williams-Sonoma made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #657 holding.
  • Hughes Financial Services first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.