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MASECO Private Wealth’s Williams-Sonoma WSM Stock Holding History

MASECO Private Wealth’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
-15
Closed -$2.75K – 401
2026
Q1 		$2.75K Hold
15
– – ﹤0.01% 325
2025
Q4 		$2.7K Buy
+15
New +$2.81K ﹤0.01% 461
2025
Q3 		– Sell
-158
Closed -$25.9K – 530
2025
Q2 		$25.9K Buy
+158
New +$24.8K ﹤0.01% 227

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

MASECO Private Wealth's WSM Position: Q2 2026 in Review

MASECO Private Wealth sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 15 shares — an estimated $2.75K sold.

MASECO Private Wealth first reported a position in WSM in Q2 2025 and held it in 3 quarters. The position peaked at $25.9K in Q2 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • MASECO Private Wealth reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 15 Williams-Sonoma shares in Q2 2026, an estimated $2.75K.
  • MASECO Private Wealth first reported a position in Williams-Sonoma in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Williams-Sonoma position peaked at $25.9K in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.