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Opal Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Opal Wealth 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
Q1 		$27.9K Buy
+153
New +$30.5K 0.01% 529
2025
Q3 		– Sell
-153
Closed -$25K – 558
2025
Q2 		$25K Hold
153
– – 0.01% 517
2025
Q1 		$24.2K Buy
+153
New +$29.6K 0.01% 493
2024
Q3 		– Sell
-60
Closed -$8.47K – 1176
2024
Q2 		$8.47K Sell
60
-6
-9% -$894 ﹤0.01% 689
2024
Q1 		$10.5K Buy
+66
New +$7.66K ﹤0.01% 244

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opal Wealth Advisors's WSM Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Williams-Sonoma (WSM) in Q1 2026: 153 shares worth $27.9K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in WSM as recently as Q2 2025.

Opal Wealth Advisors first reported a position in WSM in Q1 2024 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Opal Wealth Advisors held 153 shares of Williams-Sonoma worth $27.9K as of Q1 2026.
  • Williams-Sonoma was a new Opal Wealth Advisors position in Q1 2026.
  • Williams-Sonoma made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #529 holding.
  • Opal Wealth Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 5 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.