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Knollwood Investment Advisory’s Williams-Sonoma WSM Stock Holding History

Knollwood Investment Advisory’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 		$1.68M Hold
7,188
– – 0.15% 118
2026
Q1 		$1.31M Hold
7,188
– – 0.13% 140
2025
Q4 		$1.28M Sell
7,188
-1,183
-14% -$222K 0.12% 147
2025
Q3 		$1.64M Sell
8,371
-63
-0.7% -$12K 0.15% 143
2025
Q2 		$1.38M Hold
8,434
– – 0.13% 156
2025
Q1 		$1.33M Hold
8,434
– – 0.15% 155
2024
Q4 		$1.56M Hold
8,434
– – 0.16% 144
2024
Q3 		$1.31M Hold
8,434
– – 0.14% 165
2024
Q2 		$1.19M Buy
+8,434
New +$1.26M 0.13% 167

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 $3.38T 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

Knollwood Investment Advisory's WSM Position: Q2 2026 in Review

Knollwood Investment Advisory held its Williams-Sonoma (WSM) position steady in Q2 2026 at 7,188 shares worth $1.68M. The position accounts for 0.15% of the portfolio, ranked #118.

Knollwood Investment Advisory first reported a position in WSM in Q2 2024 and has held it in 9 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Knollwood Investment Advisory held 7,188 shares of Williams-Sonoma worth $1.68M as of Q2 2026.
  • Knollwood Investment Advisory left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.15% of Knollwood Investment Advisory's portfolio in Q2 2026, its #118 holding.
  • Knollwood Investment Advisory first reported a position in Williams-Sonoma in Q2 2024 and has held it in 9 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.