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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
Q2 		$1.15M Sell
4,947
-813
-14% -$161K 0.11% 187
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
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 $3.38T AUM 44.17% 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

Redwood Investment Management's WSM Position: Q2 2026 in Review

Redwood Investment Management reduced its Williams-Sonoma (WSM) stake by 14% in Q2 2026, selling an estimated $161K and leaving 4,947 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #187.

Redwood Investment Management first reported a position in WSM in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.49M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Redwood Investment Management held 4,947 shares of Williams-Sonoma worth $1.15M as of Q2 2026.
  • Redwood Investment Management sold 813 Williams-Sonoma shares in Q2 2026, an estimated $161K.
  • Williams-Sonoma made up 0.11% of Redwood Investment Management's portfolio in Q2 2026, its #187 holding.
  • Redwood Investment Management first reported a position in Williams-Sonoma in Q1 2021 and has held it in 11 quarters since.
  • Redwood Investment Management's Williams-Sonoma position peaked at $1.49M in Q3 2021.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.