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Operose Advisors’s Williams-Sonoma WSM Stock Holding History

Operose 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 		$4.66K Sell
20
-2
-9% -$396 ﹤0.01% 438
2026
Q1 		$4.01K Buy
22
+2
+10% +$399 ﹤0.01% 464
2025
Q4 		$3.57K Hold
20
– – ﹤0.01% 423
2025
Q3 		$3.91K Hold
20
– – ﹤0.01% 401
2025
Q2 		$3.27K Buy
+20
New +$3.14K ﹤0.01% 374
2024
Q4 		– Sell
-580
Closed -$89.9K – 647
2024
Q3 		$89.9K Buy
+580
New +$83.2K 0.03% 209

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

Operose Advisors's WSM Position: Q2 2026 in Review

Operose Advisors reduced its Williams-Sonoma (WSM) stake by 9.1% in Q2 2026, selling an estimated $396 and leaving 20 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Operose Advisors first reported a position in WSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $89.9K in Q3 2024. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Operose Advisors held 20 shares of Williams-Sonoma worth $4.66K as of Q2 2026.
  • Operose Advisors sold 2 Williams-Sonoma shares in Q2 2026, an estimated $396.
  • Williams-Sonoma made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #438 holding.
  • Operose Advisors first reported a position in Williams-Sonoma in Q3 2024 and has held it in 6 quarters since.
  • Operose Advisors's Williams-Sonoma position peaked at $89.9K in Q3 2024.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.