OmniStar Financial Group’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,230
Closed -$257K 178
2021
Q2
$257K Buy
+3,230
New +$275K 0.32% 92

Other funds holding WSM

OmniStar Financial Group's WSM Position: Q2 2026 in Review

OmniStar Financial Group increased its Williams-Sonoma (WSM) stake by 9.4% in Q2 2026, buying an estimated $89.4K and bringing the position to 5,271 shares worth $1.23M. The position accounts for 0.57% of the portfolio, ranked #56.

OmniStar Financial Group first reported a position in WSM in Q3 2021 and has held it in 6 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • OmniStar Financial Group held 5,271 shares of Williams-Sonoma worth $1.23M as of Q2 2026.
  • OmniStar Financial Group bought 451 Williams-Sonoma shares in Q2 2026, an estimated $89.4K.
  • Williams-Sonoma made up 0.57% of OmniStar Financial Group's portfolio in Q2 2026, its #56 holding.
  • OmniStar Financial Group first reported a position in Williams-Sonoma in Q3 2021 and has held it in 6 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.