Precedent Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Precedent Wealth Partners’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	$4.76M	Buy	20,894 +624	+3%	+$144K	0.73%	41
2026 Q2	$4.72M	Buy	20,270 +2,018	+11%	+$400K	0.79%	32
2026 Q1	$3.33M	Buy	18,252 +489	+3%	+$97.6K	0.67%	46
2025 Q4	$3.17M	Buy	17,763 +342	+2%	+$64.1K	0.67%	49
2025 Q3	$3.4M	Buy	17,421 +360	+2%	+$68.8K	0.75%	36
2025 Q2	$2.79M	Buy	17,061 +2,133	+14%	+$335K	0.68%	45
2025 Q1	$2.36M	Buy	14,928 +1,146	+8%	+$221K	0.66%	47
2024 Q4	$2.55M	Buy	13,782 +114	+0.8%	+$18.1K	0.83%	33
2024 Q3	$2.12M	Buy	13,668 +868	+7%	+$125K	0.7%	36
2024 Q2	$1.81M	Sell	12,800 -10	-0.1%	-$1.49K	0.73%	33
2024 Q1	$2.03M	Buy	12,810 +750	+6%	+$87.1K	0.87%	27
2023 Q4	$1.22M	Buy	+12,060	New	+$1.04M	0.62%	36

Other funds holding WSM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Reik & Co New York $356M AUM 8.73% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Aware Super Sydney, Australia $7.51B AUM

Precedent Wealth Partners's WSM Position: Q3 2026 in Review

Precedent Wealth Partners increased its Williams-Sonoma (WSM) stake by 3.1% in Q3 2026, buying an estimated $144K and bringing the position to 20,894 shares worth $4.76M. The position accounts for 0.73% of the portfolio, ranked #41.

Precedent Wealth Partners first reported a position in WSM in Q4 2023 and has held it in 12 quarters since. 380 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

Precedent Wealth Partners held 20,894 shares of Williams-Sonoma worth $4.76M as of Q3 2026.
Precedent Wealth Partners bought 624 Williams-Sonoma shares in Q3 2026, an estimated $144K.
Williams-Sonoma made up 0.73% of Precedent Wealth Partners's portfolio in Q3 2026, its #41 holding.
Precedent Wealth Partners first reported a position in Williams-Sonoma in Q4 2023 and has held it in 12 quarters since.
380 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.