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Providence Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Providence Wealth Advisors’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 		$228K Buy
+1,010
New +$200K 0.13% 76
2025
Q4 		– Sell
-1,010
Closed -$202K – 90
2025
Q3 		$202K Hold
1,010
– – 0.13% 80
2025
Q2 		$202K Buy
+1,010
New +$159K 0.14% 80
2025
Q1 		– Sell
-1,010
Closed -$201K – 87
2024
Q4 		$201K Buy
+1,010
New +$160K 0.15% 74

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

Providence Wealth Advisors's WSM Position: Q2 2026 in Review

Providence Wealth Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,010 shares worth $228K. The stake represents 0.13% of the portfolio and ranks #76 among its holdings. This is a return to the name: Providence Wealth Advisors previously reported a position in WSM as recently as Q3 2025.

Providence Wealth Advisors first reported a position in WSM in Q4 2024 and has held it in 4 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Providence Wealth Advisors held 1,010 shares of Williams-Sonoma worth $228K as of Q2 2026.
  • Williams-Sonoma was a new Providence Wealth Advisors position in Q2 2026.
  • Williams-Sonoma made up 0.13% of Providence Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Providence Wealth Advisors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 4 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Providence Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.