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Private Advisor Group’s Williams-Sonoma WSM Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-25,800
Closed -$20K – 2539
2023
Q3 		$20K Buy
+25,800
New +$1.78M ﹤0.01% 2109

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

Private Advisor Group's WSM Position: Q2 2026 in Review

Private Advisor Group reduced its Williams-Sonoma (WSM) stake by 38% in Q2 2026, selling an estimated $659K and leaving 5,529 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1232.

Private Advisor Group first reported a position in WSM in Q1 2015 and has held it in 32 quarters since. The position peaked at $1.62M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Private Advisor Group held 5,529 shares of Williams-Sonoma worth $1.29M as of Q2 2026.
  • Private Advisor Group sold 3,324 Williams-Sonoma shares in Q2 2026, an estimated $659K.
  • Williams-Sonoma made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1232 holding.
  • Private Advisor Group first reported a position in Williams-Sonoma in Q1 2015 and has held it in 32 quarters since.
  • Private Advisor Group's Williams-Sonoma position peaked at $1.62M in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.