Plante Moran Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Plante Moran Financial 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	$6.29K	Sell	27 -567	-95%	-$112K	﹤0.01%	612
2026 Q1	$108K	Hold	594	–	–	0.01%	219
2025 Q4	$106K	Hold	594	–	–	0.01%	220
2025 Q3	$116K	Hold	594	–	–	0.01%	224
2025 Q2	$97K	Hold	594	–	–	0.01%	241
2025 Q1	$93.9K	Hold	594	–	–	0.01%	254
2024 Q4	$110K	Hold	594	–	–	0.01%	241
2024 Q3	$92K	Hold	594	–	–	0.01%	295
2024 Q2	$83.9K	Hold	594	–	–	0.01%	268
2024 Q1	$94.3K	Buy	594 +26	+5%	+$3.02K	0.01%	257
2023 Q4	$57.3K	Hold	568	–	–	0.01%	305
2023 Q3	$44.1K	Hold	568	–	–	0.01%	307
2023 Q2	$35.5K	Hold	568	–	–	﹤0.01%	345
2023 Q1	$34.6K	Hold	568	–	–	﹤0.01%	348
2022 Q4	$32.6K	Hold	568	–	–	﹤0.01%	370
2022 Q3	$33K	Hold	568	–	–	0.01%	370
2022 Q2	$32K	Hold	568	–	–	0.01%	380
2022 Q1	$41K	Hold	568	–	–	0.01%	363
2021 Q4	$48K	Hold	568	–	–	0.01%	376
2021 Q3	$50K	Hold	568	–	–	0.01%	385
2021 Q2	$45K	Hold	568	–	–	0.01%	398
2021 Q1	$51K	Sell	568 -10	-2%	-$675	0.01%	363
2020 Q4	$29K	Sell	578 -90	-13%	-$4.61K	0.01%	450
2020 Q3	$30K	Buy	+668	New	+$29.7K	0.01%	413
2017 Q1	–	Sell	-132	Closed	-$3K	–	1049
2016 Q4	$3K	Buy	+132	New	+$3.36K	﹤0.01%	821
2016 Q1	–	Sell	-760	Closed	-$22K	–	1049
2015 Q4	$22K	Hold	760	–	–	0.02%	435
2015 Q3	$29K	Hold	760	–	–	0.02%	338
2015 Q2	$31K	Hold	760	–	–	0.02%	366
2015 Q1	$30K	Hold	760	–	–	0.02%	352
2014 Q4	$29K	Hold	760	–	–	0.02%	360
2014 Q3	$25K	Hold	760	–	–	0.02%	371
2014 Q2	$27K	Buy	+760	New	+$25K	0.02%	340

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Plante Moran Financial Advisors's WSM Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Williams-Sonoma (WSM) stake by 95% in Q2 2026, selling an estimated $112K and leaving 27 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Plante Moran Financial Advisors first reported a position in WSM in Q2 2014 and has held it in 32 quarters since. The position peaked at $116K in Q3 2025. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Plante Moran Financial Advisors held 27 shares of Williams-Sonoma worth $6.29K as of Q2 2026.
Plante Moran Financial Advisors sold 567 Williams-Sonoma shares in Q2 2026, an estimated $112K.
Williams-Sonoma made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #612 holding.
Plante Moran Financial Advisors first reported a position in Williams-Sonoma in Q2 2014 and has held it in 32 quarters since.
Plante Moran Financial Advisors's Williams-Sonoma position peaked at $116K in Q3 2025.
545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.