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MONECO Advisors’s Williams-Sonoma WSM Stock Holding History

MONECO Advisors’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 		$234K Buy
+1,006
New +$199K 0.01% 537
2026
Q1 		– Sell
-1,161
Closed -$207K – 548
2025
Q4 		$207K Sell
1,161
-21
-2% -$3.94K 0.02% 488
2025
Q3 		$231K Buy
+1,182
New +$226K 0.02% 450
2025
Q1 		– Sell
-1,206
Closed -$223K – 499
2024
Q4 		$223K Buy
+1,206
New +$191K 0.02% 431
2024
Q2 		– Sell
-1,530
Closed -$243K – 448
2024
Q1 		$243K Buy
+1,530
New +$178K 0.04% 356

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

MONECO Advisors's WSM Position: Q2 2026 in Review

MONECO Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,006 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: MONECO Advisors previously reported a position in WSM as recently as Q4 2025.

MONECO Advisors first reported a position in WSM in Q1 2024 and has held it in 5 quarters since. The position peaked at $243K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • MONECO Advisors held 1,006 shares of Williams-Sonoma worth $234K as of Q2 2026.
  • Williams-Sonoma was a new MONECO Advisors position in Q2 2026.
  • Williams-Sonoma made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #537 holding.
  • MONECO Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 5 quarters since.
  • MONECO Advisors's Williams-Sonoma position peaked at $243K in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.