Meeder Advisory Services’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$383K Buy
1,641
+317
+24% +$62.8K 0.01% 491
2026
Q1
$241K Buy
1,324
+117
+10% +$23.4K 0.01% 587
2025
Q4
$216K Buy
+1,207
New +$226K 0.01% 625

Other funds holding WSM

Meeder Advisory Services's WSM Position: Q2 2026 in Review

Meeder Advisory Services increased its Williams-Sonoma (WSM) stake by 24% in Q2 2026, buying an estimated $62.8K and bringing the position to 1,641 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #491.

Meeder Advisory Services first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Meeder Advisory Services held 1,641 shares of Williams-Sonoma worth $383K as of Q2 2026.
  • Meeder Advisory Services bought 317 Williams-Sonoma shares in Q2 2026, an estimated $62.8K.
  • Williams-Sonoma made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #491 holding.
  • Meeder Advisory Services first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.