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

Kestra 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 		$236K Buy
+1,011
New +$200K ﹤0.01% 473
2025
Q4 		– Sell
-1,078
Closed -$211K – 472
2025
Q3 		$211K Sell
1,078
-3,919
-78% -$749K 0.01% 413
2025
Q2 		$816K Buy
4,997
+4,081
+446% +$641K 0.02% 214
2025
Q1 		$145K Sell
916
-2,268
-71% -$438K ﹤0.01% 396
2024
Q4 		$590K Sell
3,184
-194
-6% -$30.8K 0.02% 207
2024
Q3 		$523K Buy
+3,378
New +$485K 0.02% 208

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
Blackhill Capital
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 $3.38T AUM 44.17% 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

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

Kestra Investment Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,011 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in WSM as recently as Q3 2025.

Kestra Investment Management first reported a position in WSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $816K in Q2 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Kestra Investment Management held 1,011 shares of Williams-Sonoma worth $236K as of Q2 2026.
  • Williams-Sonoma was a new Kestra Investment Management position in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #473 holding.
  • Kestra Investment Management first reported a position in Williams-Sonoma in Q3 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's Williams-Sonoma position peaked at $816K in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.