McCarter Private Wealth Services’s Williams-Sonoma WSM Stock Holding History

McCarter Private Wealth Services’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 Q3	$347K	Buy	+1,524	New	+$352K	0.12%	133

Other funds holding WSM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McCarter Private Wealth Services's WSM Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in Williams-Sonoma (WSM) in Q3 2026: 1,524 shares worth $347K. The stake represents 0.12% of the portfolio and ranks #133 among its holdings.

250 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

McCarter Private Wealth Services held 1,524 shares of Williams-Sonoma worth $347K as of Q3 2026.
Williams-Sonoma was a new McCarter Private Wealth Services position in Q3 2026.
Williams-Sonoma made up 0.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #133 holding.
250 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.