KWA
WSM icon

Kingswood Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Kingswood Wealth Advisors’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 		$486K Sell
2,085
-3
-0.1% -$595 0.02% 616
2026
Q1 		$381K Buy
2,088
+810
+63% +$162K 0.02% 637
2025
Q4 		$228K Sell
1,278
-63
-5% -$11.8K 0.01% 770
2025
Q3 		$262K Sell
1,341
-98
-7% -$18.7K 0.02% 669
2025
Q2 		$235K Sell
1,439
-56
-4% -$8.79K 0.02% 649
2025
Q1 		$237K Sell
1,495
-1,113
-43% -$215K 0.02% 625
2024
Q4 		$483K Buy
+2,608
New +$414K 0.04% 450
2024
Q3 		– Sell
-1,622
Closed -$229K – 765
2024
Q2 		$229K Buy
1,622
+78
+5% +$11.6K 0.02% 600
2024
Q1 		$245K Buy
+1,544
New +$179K 0.03% 539

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

Kingswood Wealth Advisors's WSM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Williams-Sonoma (WSM) stake by 0.14% in Q2 2026, selling an estimated $595 and leaving 2,085 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #616.

Kingswood Wealth Advisors first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Kingswood Wealth Advisors held 2,085 shares of Williams-Sonoma worth $486K as of Q2 2026.
  • Kingswood Wealth Advisors sold 3 Williams-Sonoma shares in Q2 2026, an estimated $595.
  • Williams-Sonoma made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #616 holding.
  • Kingswood Wealth Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.