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Interval Partners’s Williams-Sonoma WSM Stock Holding History

Interval 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
2020
Q3 		– Sell
-227,200
Closed -$9.32M – 314
2020
Q2 		$9.32M Buy
+227,200
New +$7.73M 0.59% 40
2018
Q4 		– Sell
-400,000
Closed -$13.1M – 248
2018
Q3 		$13.1M Buy
+400,000
New +$12.7M 0.54% 60

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

Interval Partners's WSM Position: Q2 2026 in Review

Interval Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 50,000 shares worth $11.7M. The stake represents 0.3% of the portfolio and ranks #99 among its holdings. This is a return to the name: Interval Partners previously reported a position in WSM as recently as Q2 2025.

Interval Partners first reported a position in WSM in Q3 2014 and has held it in 7 quarters since. The position peaked at $35.5M in Q2 2016. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Interval Partners held 50,000 shares of Williams-Sonoma worth $11.7M as of Q2 2026.
  • Williams-Sonoma was a new Interval Partners position in Q2 2026.
  • Williams-Sonoma made up 0.3% of Interval Partners's portfolio in Q2 2026, its #99 holding.
  • Interval Partners first reported a position in Williams-Sonoma in Q3 2014 and has held it in 7 quarters since.
  • Interval Partners's Williams-Sonoma position peaked at $35.5M in Q2 2016.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.