Newbridge Financial Services Group’s Williams-Sonoma WSM Stock Holding History

Newbridge Financial Services Group’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	$48.4K	Buy	208 +1	+0.5%	+$198	0.01%	496
2026 Q1	$37.7K	Buy	207 +1	+0.5%	+$200	0.01%	493
2025 Q4	$36.8K	Buy	206 +1	+0.5%	+$187	0.01%	491
2025 Q3	$40.2K	Hold	205	–	–	0.01%	562
2025 Q2	$33.5K	Buy	205 +1	+0.5%	+$157	0.01%	588
2025 Q1	$32.2K	Buy	204 +1	+0.5%	+$193	0.01%	462
2024 Q4	$37.7K	Buy	+203	New	+$32.2K	0.01%	471
2024 Q3	–	Sell	-222	Closed	-$31.3K	–	1120
2024 Q2	$31.3K	Buy	222 +14	+7%	+$2.09K	0.01%	486
2024 Q1	$32.9K	Sell	208 -24	-10%	-$2.79K	0.01%	496
2023 Q4	$23.4K	Buy	232 +2	+0.9%	+$173	0.01%	553
2023 Q3	$17.9K	Hold	230	–	–	0.01%	665
2023 Q2	$14.4K	Buy	230 +180	+360%	+$10.7K	0.01%	799
2023 Q1	$3.04K	Buy	+50	New	+$3.12K	﹤0.01%	1145
2021 Q3	–	Sell	-652	Closed	-$52K	–	1627
2021 Q2	$52K	Buy	652 +650	+32,500%	+$55.3K	0.03%	436
2021 Q1	$1K	Buy	+2	New	+$135	﹤0.01%	1341

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's WSM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Williams-Sonoma (WSM) stake by 0.48% in Q2 2026, buying an estimated $198 and bringing the position to 208 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #496.

Newbridge Financial Services Group first reported a position in WSM in Q1 2021 and has held it in 15 quarters since. The position peaked at $52K in Q2 2021. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Newbridge Financial Services Group held 208 shares of Williams-Sonoma worth $48.4K as of Q2 2026.
Newbridge Financial Services Group bought 1 Williams-Sonoma share in Q2 2026, an estimated $198.
Williams-Sonoma made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #496 holding.
Newbridge Financial Services Group first reported a position in Williams-Sonoma in Q1 2021 and has held it in 15 quarters since.
Newbridge Financial Services Group's Williams-Sonoma position peaked at $52K in Q2 2021.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.