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

Maridea 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 		– Sell
-1,447
Closed -$264K – 599
2026
Q1 		$264K Buy
+1,447
New +$289K 0.04% 375
2025
Q4 		– Sell
-1,252
Closed -$238K – 470
2025
Q3 		$238K Sell
1,252
-1,471
-54% -$281K 0.04% 369
2025
Q2 		$445K Buy
+2,723
New +$428K 0.12% 177

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

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

Maridea Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 1,447 shares — an estimated $264K sold.

Maridea Wealth Management first reported a position in WSM in Q2 2025 and held it in 3 quarters. The position peaked at $445K in Q2 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Maridea Wealth Management reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 1,447 Williams-Sonoma shares in Q2 2026, an estimated $264K.
  • Maridea Wealth Management first reported a position in Williams-Sonoma in Q2 2025 and held it in 3 quarters.
  • Maridea Wealth Management's Williams-Sonoma position peaked at $445K in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.