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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
Q2 		– Sell
-153
Closed -$27.9K – 590
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 $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Opal Wealth Advisors's WSM Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 153 shares — an estimated $27.9K sold.

Opal Wealth Advisors first reported a position in WSM in Q1 2024 and held it in 5 quarters. The position peaked at $27.9K in Q1 2026. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 153 Williams-Sonoma shares in Q2 2026, an estimated $27.9K.
  • Opal Wealth Advisors first reported a position in Williams-Sonoma in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Williams-Sonoma position peaked at $27.9K in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.