Ostrum Asset Management
WSM icon

Ostrum Asset Management’s Williams-Sonoma WSM Stock Holding History

Ostrum Asset Management’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
Q3 		$2.11M Buy
9,265
+7,168
+342% +$1.66M 0.1% 148
2026
Q2 		$489K Sell
2,097
-1,670
-44% -$331K 0.02% 329
2026
Q1 		$687K Buy
3,767
+2,913
+341% +$582K 0.04% 272
2025
Q4 		$153K Sell
854
-284
-25% -$53.2K 0.01% 489
2025
Q3 		$222K Sell
1,138
-36
-3% -$6.88K 0.01% 481
2025
Q2 		$192K Sell
1,174
-35
-3% -$5.5K 0.01% 492
2025
Q1 		$191K Sell
1,209
-31
-3% -$5.99K 0.01% 505
2024
Q4 		$230K Sell
1,240
-52
-4% -$8.25K 0.02% 489
2024
Q3 		$200K Buy
1,292
+16
+1% +$2.3K 0.02% 484
2024
Q2 		$180K Buy
+1,276
New +$190K 0.02% 509

Other funds holding WSM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Blackhill Capital
Blackhill Capital Morristown, New Jersey $2.37B AUM 22.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ostrum Asset Management's WSM Position: Q3 2026 in Review

Ostrum Asset Management increased its Williams-Sonoma (WSM) stake by 342% in Q3 2026, buying an estimated $1.66M and bringing the position to 9,265 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #148.

Ostrum Asset Management first reported a position in WSM in Q2 2024 and has held it in 10 quarters since. 886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Ostrum Asset Management held 9,265 shares of Williams-Sonoma worth $2.11M as of Q3 2026.
  • Ostrum Asset Management bought 7,168 Williams-Sonoma shares in Q3 2026, an estimated $1.66M.
  • Williams-Sonoma made up 0.1% of Ostrum Asset Management's portfolio in Q3 2026, its #148 holding.
  • Ostrum Asset Management first reported a position in Williams-Sonoma in Q2 2024 and has held it in 10 quarters since.
  • 886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Ostrum Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.