MWM
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Manske Wealth Management’s Williams-Sonoma WSM Stock Holding History

Manske 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 		$531K Sell
2,280
-24
-1% -$4.76K 0.13% 129
2026
Q1 		$420K Hold
2,304
– – 0.12% 140
2025
Q4 		$411K Hold
2,304
– – 0.12% 130
2025
Q3 		$450K Hold
2,304
– – 0.14% 120
2025
Q2 		$376K Hold
2,304
– – 0.12% 127
2025
Q1 		$364K Hold
2,304
– – 0.14% 124
2024
Q4 		$427K Buy
+2,304
New +$366K 0.17% 103

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

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

Manske Wealth Management reduced its Williams-Sonoma (WSM) stake by 1% in Q2 2026, selling an estimated $4.76K and leaving 2,280 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #129.

Manske Wealth Management first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Manske Wealth Management held 2,280 shares of Williams-Sonoma worth $531K as of Q2 2026.
  • Manske Wealth Management sold 24 Williams-Sonoma shares in Q2 2026, an estimated $4.76K.
  • Williams-Sonoma made up 0.13% of Manske Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Manske Wealth Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.