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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
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

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

Precedent Wealth Partners's WSM Position: Q2 2026 in Review

Precedent Wealth Partners increased its Williams-Sonoma (WSM) stake by 11% in Q2 2026, buying an estimated $400K and bringing the position to 20,270 shares worth $4.72M. The position accounts for 0.79% of the portfolio, ranked #32.

Precedent Wealth Partners first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Precedent Wealth Partners held 20,270 shares of Williams-Sonoma worth $4.72M as of Q2 2026.
  • Precedent Wealth Partners bought 2,018 Williams-Sonoma shares in Q2 2026, an estimated $400K.
  • Williams-Sonoma made up 0.79% of Precedent Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Precedent Wealth Partners first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 212 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.