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Unifi Asset Management LP’s Williams Companies WMB Stock Holding History

Unifi Asset Management LP’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,100
Closed -$298K – 93
2026
Q1 		$298K Sell
4,100
-36,624
-90% -$2.54M 0.09% 75
2025
Q4 		$2.45M Buy
+40,724
New +$2.46M 1.67% 7

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Unifi Asset Management LP's WMB Position: Q2 2026 in Review

Unifi Asset Management LP sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 4,100 shares — an estimated $298K sold.

Unifi Asset Management LP first reported a position in WMB in Q4 2025 and held it in 2 quarters. The position peaked at $2.45M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Unifi Asset Management LP reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Unifi Asset Management LP sold 4,100 Williams Companies shares in Q2 2026, an estimated $298K.
  • Unifi Asset Management LP first reported a position in Williams Companies in Q4 2025 and held it in 2 quarters.
  • Unifi Asset Management LP's Williams Companies position peaked at $2.45M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Unifi Asset Management LP's 13F filing for Q2 2026, filed 7 Aug 2026.