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

Physician 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	$3.73K	Sell	16 -4	-20%	-$793	﹤0.01%	1225
2026 Q1	$3.65K	Buy	20 +8	+67%	+$1.6K	﹤0.01%	1115
2025 Q4	$2.14K	Buy	12 +2	+20%	+$375	﹤0.01%	1260
2025 Q3	$1.96K	Buy	10 +4	+67%	+$764	﹤0.01%	1237
2025 Q2	$981	Sell	6 -2	-25%	-$314	﹤0.01%	1446
2025 Q1	$1.26K	Buy	+8	New	+$1.55K	﹤0.01%	966

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Williams-Sonoma (WSM) stake by 20% in Q2 2026, selling an estimated $793 and leaving 16 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Physician Wealth Advisors first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Physician Wealth Advisors held 16 shares of Williams-Sonoma worth $3.73K as of Q2 2026.
Physician Wealth Advisors sold 4 Williams-Sonoma shares in Q2 2026, an estimated $793.
Williams-Sonoma made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1225 holding.
Physician Wealth Advisors first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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