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Prospera Financial Services’s Williams-Sonoma WSM Stock Holding History

Prospera Financial Services’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 		$1.13M Sell
4,843
-3
-0.1% -$595 0.02% 713
2026
Q1 		$884K Buy
4,846
+31
+0.6% +$6.19K 0.01% 765
2025
Q4 		$860K Buy
4,815
+298
+7% +$55.8K 0.01% 732
2025
Q3 		$883K Sell
4,517
-7
-0.2% -$1.34K 0.02% 717
2025
Q2 		$739K Sell
4,524
-70
-2% -$11K 0.01% 763
2025
Q1 		$726K Sell
4,594
-225
-5% -$43.5K 0.02% 652
2024
Q4 		$892K Buy
4,819
+19
+0.4% +$3.02K 0.02% 579
2024
Q3 		$744K Sell
4,800
-26
-0.5% -$3.73K 0.02% 594
2024
Q2 		$681K Sell
4,826
-98
-2% -$14.6K 0.02% 605
2024
Q1 		$782K Sell
4,924
-416
-8% -$48.3K 0.02% 563
2023
Q4 		$539K Sell
5,340
-416
-7% -$36K 0.02% 635
2023
Q3 		$447K Buy
+5,756
New +$396K 0.02% 654
2022
Q4 		– Sell
-4,440
Closed -$262K – 965
2022
Q3 		$262K Buy
4,440
+636
+17% +$45.1K 0.01% 693
2022
Q2 		$212K Sell
3,804
-1,678
-31% -$109K 0.01% 720
2022
Q1 		$397K Buy
5,482
+226
+4% +$17.1K 0.02% 658
2021
Q4 		$444K Buy
+5,256
New +$490K 0.02% 608
2021
Q1 		– Sell
-19,438
Closed -$990K – 781
2020
Q4 		$990K Buy
19,438
+17,438
+872% +$893K 0.07% 299
2020
Q3 		$90K Buy
+2,000
New +$88.9K 0.03% 434

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

Prospera Financial Services's WSM Position: Q2 2026 in Review

Prospera Financial Services reduced its Williams-Sonoma (WSM) stake by 0.06% in Q2 2026, selling an estimated $595 and leaving 4,843 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #713.

Prospera Financial Services first reported a position in WSM in Q3 2020 and has held it in 18 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Prospera Financial Services held 4,843 shares of Williams-Sonoma worth $1.13M as of Q2 2026.
  • Prospera Financial Services sold 3 Williams-Sonoma shares in Q2 2026, an estimated $595.
  • Williams-Sonoma made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #713 holding.
  • Prospera Financial Services first reported a position in Williams-Sonoma in Q3 2020 and has held it in 18 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.