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

Moran 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
Q3 		$36.4M Sell
159,587
-2,590
-2% -$598K 1% 10
2026
Q2 		$37.8M Sell
162,177
-10,383
-6% -$2.06M 1.03% 10
2026
Q1 		$31.5M Sell
172,560
-25,393
-13% -$5.07M 0.96% 11
2025
Q4 		$35.4M Sell
197,953
-14,711
-7% -$2.76M 1.08% 11
2025
Q3 		$41.6M Sell
212,664
-10,370
-5% -$1.98M 1.25% 11
2025
Q2 		$36.4M Sell
223,034
-61,801
-22% -$9.7M 1.12% 13
2025
Q1 		$45M Sell
284,835
-28,118
-9% -$5.43M 1.51% 4
2024
Q4 		$58M Buy
312,953
+4,623
+1% +$734K 1.85% 3
2024
Q3 		$47.8M Sell
308,330
-13,192
-4% -$1.89M 1.47% 6
2024
Q2 		$45.4M Sell
321,522
-16,332
-5% -$2.43M 1.49% 8
2024
Q1 		$53.6M Sell
337,854
-20,572
-6% -$2.39M 1.74% 4
2023
Q4 		$36.2M Sell
358,426
-25,350
-7% -$2.19M 1.29% 7
2023
Q3 		$29.8M Sell
383,776
-1,292
-0.3% -$89K 1.15% 13
2023
Q2 		$24.1M Sell
385,068
-1,184
-0.3% -$70.6K 0.9% 19
2023
Q1 		$23.5M Buy
386,252
+32,732
+9% +$2.04M 0.89% 23
2022
Q4 		$20.3M Buy
+353,520
New +$21.2M 0.77% 30

Other funds holding WSM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moran Wealth Management's WSM Position: Q3 2026 in Review

Moran Wealth Management reduced its Williams-Sonoma (WSM) stake by 1.6% in Q3 2026, selling an estimated $598K and leaving 159,587 shares worth $36.4M. The position accounts for 1% of the portfolio, ranked #10.

Moran Wealth Management first reported a position in WSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $58M in Q4 2024. 300 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Moran Wealth Management held 159,587 shares of Williams-Sonoma worth $36.4M as of Q3 2026.
  • Moran Wealth Management sold 2,590 Williams-Sonoma shares in Q3 2026, an estimated $598K.
  • Williams-Sonoma made up 1% of Moran Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Moran Wealth Management first reported a position in Williams-Sonoma in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Williams-Sonoma position peaked at $58M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.