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Navalign LLC’s Williams-Sonoma WSM Stock Holding History

Navalign LLC’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
Q1 		– Sell
-114
Closed -$20.4K – 483
2025
Q4 		$20.4K Buy
+114
New +$21.4K 0.01% 267
2022
Q2 		– Sell
-3,636
Closed -$245K – 126
2022
Q1 		$245K Sell
3,636
-1,280
-26% -$96.9K 0.1% 112
2021
Q4 		$416K Sell
4,916
-1,186
-19% -$110K 0.17% 98
2021
Q3 		$541K Sell
6,102
-452
-7% -$38.2K 0.23% 90
2021
Q2 		$523K Sell
6,554
-1,176
-15% -$100K 0.22% 91
2021
Q1 		$693K Buy
+7,730
New +$522K 0.31% 71

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 $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Navalign LLC's WSM Position: Q1 2026 in Review

Navalign LLC sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 114 shares — an estimated $20.4K sold.

Navalign LLC first reported a position in WSM in Q1 2021 and held it in 6 quarters. The position peaked at $693K in Q1 2021. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Navalign LLC reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 114 Williams-Sonoma shares in Q1 2026, an estimated $20.4K.
  • Navalign LLC first reported a position in Williams-Sonoma in Q1 2021 and held it in 6 quarters.
  • Navalign LLC's Williams-Sonoma position peaked at $693K in Q1 2021.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.