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NEOS Investment Management’s Williams-Sonoma WSM Stock Holding History

NEOS Investment 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
Q2 		$4.53M Buy
19,453
+1,969
+11% +$390K 0.02% 384
2026
Q1 		$3.19M Buy
17,484
+1,612
+10% +$322K 0.02% 410
2025
Q4 		$2.83M Buy
15,872
+2,474
+18% +$464K 0.02% 424
2025
Q3 		$2.62M Buy
13,398
+3,793
+39% +$725K 0.02% 398
2025
Q2 		$1.57M Buy
9,605
+1,783
+23% +$280K 0.02% 411
2025
Q1 		$1.24M Buy
+7,822
New +$1.51M 0.02% 410

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

NEOS Investment Management's WSM Position: Q2 2026 in Review

NEOS Investment Management increased its Williams-Sonoma (WSM) stake by 11% in Q2 2026, buying an estimated $390K and bringing the position to 19,453 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #384.

NEOS Investment Management first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • NEOS Investment Management held 19,453 shares of Williams-Sonoma worth $4.53M as of Q2 2026.
  • NEOS Investment Management bought 1,969 Williams-Sonoma shares in Q2 2026, an estimated $390K.
  • Williams-Sonoma made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #384 holding.
  • NEOS Investment Management first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.