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 Q2	$354K	Sell	1,518 -249	-14%	-$49.4K	﹤0.01%	1424
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 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

Kestra Private Wealth Services's WSM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Williams-Sonoma (WSM) stake by 14% in Q2 2026, selling an estimated $49.4K and leaving 1,518 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Kestra Private Wealth Services first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Kestra Private Wealth Services held 1,518 shares of Williams-Sonoma worth $354K as of Q2 2026.
Kestra Private Wealth Services sold 249 Williams-Sonoma shares in Q2 2026, an estimated $49.4K.
Williams-Sonoma made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1424 holding.
Kestra Private Wealth Services first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's Williams-Sonoma position peaked at $404K in Q3 2025.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.