Redwood Investment Management’s Williams-Sonoma WSM Stock Holding History

Redwood Investment Management’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 Q1	$1.05M	Sell	5,760 -368	-6%	-$73.5K	0.13%	120
2025 Q4	$1.09M	Buy	+6,128	New	+$1.15M	0.12%	162
2025 Q2	–	Sell	-8,287	Closed	-$1.31M	–	347
2025 Q1	$1.31M	Buy	8,287 +598	+8%	+$116K	0.14%	191
2024 Q4	$1.42M	Buy	+7,689	New	+$1.22M	0.14%	214
2022 Q4	–	Sell	-21,518	Closed	-$1.27M	–	300
2022 Q3	$1.27M	Buy	+21,518	New	+$1.53M	0.27%	75
2022 Q2	–	Sell	-19,030	Closed	-$1.38M	–	299
2022 Q1	$1.38M	Buy	19,030 +3,116	+20%	+$236K	0.21%	95
2021 Q4	$1.35M	Sell	15,914 -850	-5%	-$79.2K	0.18%	175
2021 Q3	$1.49M	Buy	16,764 +3,366	+25%	+$285K	0.21%	102
2021 Q2	$1.07M	Buy	13,398 +3,864	+41%	+$329K	0.17%	197
2021 Q1	$851K	Buy	+9,534	New	+$644K	0.16%	220

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Redwood Investment Management's WSM Position: Q1 2026 in Review

Redwood Investment Management reduced its Williams-Sonoma (WSM) stake by 6% in Q1 2026, selling an estimated $73.5K and leaving 5,760 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #120.

Redwood Investment Management first reported a position in WSM in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2021. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Redwood Investment Management held 5,760 shares of Williams-Sonoma worth $1.05M as of Q1 2026.
Redwood Investment Management sold 368 Williams-Sonoma shares in Q1 2026, an estimated $73.5K.
Williams-Sonoma made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #120 holding.
Redwood Investment Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 10 quarters since.
Redwood Investment Management's Williams-Sonoma position peaked at $1.49M in Q3 2021.
925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.