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PDS Planning’s Williams-Sonoma WSM Stock Holding History

PDS Planning’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 		$214K Buy
+918
New +$182K 0.01% 553

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

PDS Planning's WSM Position: Q2 2026 in Review

PDS Planning opened a new position in Williams-Sonoma (WSM) in Q2 2026: 918 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings.

998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • PDS Planning held 918 shares of Williams-Sonoma worth $214K as of Q2 2026.
  • Williams-Sonoma was a new PDS Planning position in Q2 2026.
  • Williams-Sonoma made up 0.01% of PDS Planning's portfolio in Q2 2026, its #553 holding.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.