OneDigital Investment Advisors’s Williams-Sonoma WSM Stock Holding History

OneDigital Investment Advisors’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	$1.75M	Sell	7,490 -125	-2%	-$24.8K	0.01%	551
2026 Q1	$1.39M	Sell	7,615 -9,774	-56%	-$1.95M	0.01%	581
2025 Q4	$3.11M	Buy	17,389 +14,763	+562%	+$2.77M	0.03%	369
2025 Q3	$513K	Sell	2,626 -71	-3%	-$13.6K	0.01%	920
2025 Q2	$441K	Buy	2,697 +76	+3%	+$11.9K	﹤0.01%	960
2025 Q1	$414K	Buy	2,621 +562	+27%	+$109K	﹤0.01%	930
2024 Q4	$381K	Sell	2,059 -4,108	-67%	-$652K	﹤0.01%	1006
2024 Q3	$955K	Sell	6,167 -91	-1%	-$13.1K	0.01%	671
2024 Q2	$884K	Buy	6,258 +1,568	+33%	+$234K	0.01%	659
2024 Q1	$745K	Sell	4,690 -24	-0.5%	-$2.79K	0.01%	601
2023 Q4	$476K	Sell	4,714 -82	-2%	-$7.1K	0.01%	734
2023 Q3	$373K	Buy	4,796 +220	+5%	+$15.2K	0.01%	727
2023 Q2	$286K	Buy	+4,576	New	+$273K	0.01%	844

Other funds holding WSM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OneDigital Investment Advisors's WSM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Williams-Sonoma (WSM) stake by 1.6% in Q2 2026, selling an estimated $24.8K and leaving 7,490 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #551.

OneDigital Investment Advisors first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.11M in Q4 2025. 720 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

OneDigital Investment Advisors held 7,490 shares of Williams-Sonoma worth $1.75M as of Q2 2026.
OneDigital Investment Advisors sold 125 Williams-Sonoma shares in Q2 2026, an estimated $24.8K.
Williams-Sonoma made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #551 holding.
OneDigital Investment Advisors first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
OneDigital Investment Advisors's Williams-Sonoma position peaked at $3.11M in Q4 2025.
720 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.