Private Advisor Group
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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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Blackhill Capital
Blackhill Capital Morristown, New Jersey $2.37B AUM 22.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Private Advisor Group's WSM Position: Q3 2026 in Review

Private Advisor Group increased its Williams-Sonoma (WSM) stake by 58% in Q3 2026, buying an estimated $746K and bringing the position to 8,757 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1219.

Private Advisor Group first reported a position in WSM in Q1 2015 and has held it in 33 quarters since. 886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Private Advisor Group held 8,757 shares of Williams-Sonoma worth $2M as of Q3 2026.
  • Private Advisor Group bought 3,228 Williams-Sonoma shares in Q3 2026, an estimated $746K.
  • Williams-Sonoma made up 0.01% of Private Advisor Group's portfolio in Q3 2026, its #1219 holding.
  • Private Advisor Group first reported a position in Williams-Sonoma in Q1 2015 and has held it in 33 quarters since.
  • 886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.