Regatta Research & Money Management’s Williams-Sonoma WSM Stock Holding History

Regatta Research & Money 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	$16.4K	Buy	+71	New	+$14.1K	0.02%	432

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Regatta Research & Money Management's WSM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 71 shares worth $16.4K. The stake represents 0.02% of the portfolio and ranks #432 among its holdings.

743 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Regatta Research & Money Management held 71 shares of Williams-Sonoma worth $16.4K as of Q2 2026.
Williams-Sonoma was a new Regatta Research & Money Management position in Q2 2026.
Williams-Sonoma made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #432 holding.
743 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.