Kingsview Wealth Management’s Williams-Sonoma WSM Stock Holding History

Kingsview Wealth 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	$321K	Sell	1,379 -635	-32%	-$126K	﹤0.01%	1158
2026 Q1	$367K	Sell	2,014 -491	-20%	-$98K	0.01%	998
2025 Q4	$447K	Sell	2,505 -392	-14%	-$73.4K	0.01%	880
2025 Q3	$566K	Sell	2,897 -244	-8%	-$46.6K	0.01%	766
2025 Q2	$513K	Sell	3,141 -1,225	-28%	-$192K	0.01%	763
2025 Q1	$690K	Sell	4,366 -201	-4%	-$38.8K	0.01%	630
2024 Q4	$846K	Sell	4,567 -555	-11%	-$88.1K	0.02%	590
2024 Q3	$794K	Sell	5,122 -12,544	-71%	-$1.8M	0.02%	590
2024 Q2	$2.49M	Buy	17,666 +10,940	+163%	+$1.63M	0.06%	294
2024 Q1	$1.07M	Sell	6,726 -70,578	-91%	-$8.19M	0.03%	481
2023 Q4	$7.8M	Buy	77,304 +11,722	+18%	+$1.01M	0.23%	104
2023 Q3	$5.1M	Buy	65,582 +12,456	+23%	+$858K	0.18%	126
2023 Q2	$3.32M	Buy	53,126 +4,624	+10%	+$276K	0.13%	171
2023 Q1	$2.95M	Buy	+48,502	New	+$3.03M	0.12%	181
2021 Q4	–	Sell	-16,750	Closed	-$1.49M	–	1048
2021 Q3	$1.49M	Buy	16,750 +4,930	+42%	+$417K	0.07%	281
2021 Q2	$947K	Buy	+11,820	New	+$1.01M	0.05%	392

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 $3.37T AUM 44.26% 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

Kingsview Wealth Management's WSM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Williams-Sonoma (WSM) stake by 32% in Q2 2026, selling an estimated $126K and leaving 1,379 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Kingsview Wealth Management first reported a position in WSM in Q2 2021 and has held it in 16 quarters since. The position peaked at $7.8M in Q4 2023. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Kingsview Wealth Management held 1,379 shares of Williams-Sonoma worth $321K as of Q2 2026.
Kingsview Wealth Management sold 635 Williams-Sonoma shares in Q2 2026, an estimated $126K.
Williams-Sonoma made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1158 holding.
Kingsview Wealth Management first reported a position in Williams-Sonoma in Q2 2021 and has held it in 16 quarters since.
Kingsview Wealth Management's Williams-Sonoma position peaked at $7.8M in Q4 2023.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.