INTECH Investment Management’s Williams-Sonoma WSM Stock Holding History

INTECH Investment Management’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	$14.4M	Sell	61,651 -42,800	-41%	-$8.48M	0.13%	123
2026 Q1	$19M	Buy	104,451 +9,157	+10%	+$1.83M	0.19%	88
2025 Q4	$17M	Buy	95,294 +85,659	+889%	+$16M	0.15%	110
2025 Q3	$1.88M	Buy	9,635 +3,308	+52%	+$632K	0.02%	807
2025 Q2	$1.03M	Sell	6,327 -1,340	-17%	-$210K	0.01%	1178
2025 Q1	$1.21M	Sell	7,667 -97,139	-93%	-$18.8M	0.01%	1081
2024 Q4	$19.4M	Buy	104,806 +66,294	+172%	+$10.5M	0.19%	76
2024 Q3	$5.97M	Sell	38,512 -22,038	-36%	-$3.16M	0.07%	225
2024 Q2	$8.55M	Buy	60,550 +58,574	+2,964%	+$8.73M	0.11%	176
2024 Q1	$314K	Buy	+1,976	New	+$229K	﹤0.01%	599
2023 Q4	–	Sell	-7,888	Closed	-$613K	–	761
2023 Q3	$613K	Sell	7,888 -2,200	-22%	-$152K	0.01%	542
2023 Q2	$631K	Buy	+10,088	New	+$601K	0.01%	549

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

INTECH Investment Management's WSM Position: Q2 2026 in Review

INTECH Investment Management reduced its Williams-Sonoma (WSM) stake by 41% in Q2 2026, selling an estimated $8.48M and leaving 61,651 shares worth $14.4M. The position accounts for 0.13% of the portfolio, ranked #123.

INTECH Investment Management first reported a position in WSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.4M in Q4 2024. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

INTECH Investment Management held 61,651 shares of Williams-Sonoma worth $14.4M as of Q2 2026.
INTECH Investment Management sold 42,800 Williams-Sonoma shares in Q2 2026, an estimated $8.48M.
Williams-Sonoma made up 0.13% of INTECH Investment Management's portfolio in Q2 2026, its #123 holding.
INTECH Investment Management first reported a position in Williams-Sonoma in Q2 2023 and has held it in 12 quarters since.
INTECH Investment Management's Williams-Sonoma position peaked at $19.4M in Q4 2024.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.