KPWS
WSM icon

Kestra Private Wealth Services’s Williams-Sonoma WSM Stock Holding History

Kestra Private Wealth 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
Q1 		$322K Sell
1,767
-66
-4% -$13.2K ﹤0.01% 1425
2025
Q4 		$327K Sell
1,833
-233
-11% -$43.7K ﹤0.01% 1382
2025
Q3 		$404K Buy
2,066
+3
+0.1% +$573 0.01% 1211
2025
Q2 		$337K Buy
2,063
+50
+2% +$7.85K ﹤0.01% 1221
2025
Q1 		$318K Buy
2,013
+57
+3% +$11K 0.01% 1173
2024
Q4 		$362K Buy
+1,956
New +$310K 0.01% 1064

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Private Wealth Services's WSM Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Williams-Sonoma (WSM) stake by 3.6% in Q1 2026, selling an estimated $13.2K and leaving 1,767 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Kestra Private Wealth Services first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Kestra Private Wealth Services held 1,767 shares of Williams-Sonoma worth $322K as of Q1 2026.
  • Kestra Private Wealth Services sold 66 Williams-Sonoma shares in Q1 2026, an estimated $13.2K.
  • Williams-Sonoma made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1425 holding.
  • Kestra Private Wealth Services first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
  • Kestra Private Wealth Services's Williams-Sonoma position peaked at $404K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.