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Ritholtz Wealth Management’s Williams-Sonoma WSM Stock Holding History

Ritholtz Wealth 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 		$1.89M Sell
8,129
-72
-0.9% -$14.3K 0.03% 429
2026
Q1 		$1.5M Sell
8,201
-89
-1% -$17.8K 0.03% 448
2025
Q4 		$1.48M Buy
8,290
+861
+12% +$161K 0.03% 410
2025
Q3 		$1.45M Sell
7,429
-1,209
-14% -$231K 0.03% 412
2025
Q2 		$1.41M Sell
8,638
-5,493
-39% -$862K 0.03% 382
2025
Q1 		$2.23M Sell
14,131
-616
-4% -$119K 0.07% 229
2024
Q4 		$2.73M Sell
14,747
-948
-6% -$150K 0.08% 168
2024
Q3 		$2.43M Sell
15,695
-703
-4% -$101K 0.07% 188
2024
Q2 		$2.32M Buy
16,398
+5,412
+49% +$807K 0.08% 174
2024
Q1 		$1.74M Buy
10,986
+4,620
+73% +$536K 0.06% 223
2023
Q4 		$642K Buy
+6,366
New +$551K 0.02% 435
2022
Q4 		– Sell
-8,950
Closed -$527K – 749
2022
Q3 		$527K Buy
8,950
+1,490
+20% +$106K 0.03% 387
2022
Q2 		$414K Sell
7,460
-516
-6% -$33.4K 0.03% 358
2022
Q1 		$578K Buy
7,976
+1,772
+29% +$134K 0.04% 276
2021
Q4 		$525K Buy
6,204
+554
+10% +$51.6K 0.03% 292
2021
Q3 		$501K Buy
5,650
+2,218
+65% +$188K 0.03% 267
2021
Q2 		$274K Buy
+3,432
New +$292K 0.02% 385

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

Ritholtz Wealth Management's WSM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Williams-Sonoma (WSM) stake by 0.88% in Q2 2026, selling an estimated $14.3K and leaving 8,129 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #429.

Ritholtz Wealth Management first reported a position in WSM in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.73M in Q4 2024. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Ritholtz Wealth Management held 8,129 shares of Williams-Sonoma worth $1.89M as of Q2 2026.
  • Ritholtz Wealth Management sold 72 Williams-Sonoma shares in Q2 2026, an estimated $14.3K.
  • Williams-Sonoma made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Ritholtz Wealth Management first reported a position in Williams-Sonoma in Q2 2021 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Williams-Sonoma position peaked at $2.73M in Q4 2024.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.