Root Financial Partners
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Root Financial Partners’s Williams-Sonoma WSM Stock Holding History

Root Financial Partners’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
Q3 		$90.7K Buy
+398
New +$91.9K ﹤0.01% 777
2026
Q2 		– Sell
-296
Closed -$54K – 3195
2026
Q1 		$54K Buy
296
+24
+9% +$4.79K ﹤0.01% 847
2025
Q4 		$48.6K Buy
272
+27
+11% +$5.06K ﹤0.01% 725
2025
Q3 		$47.9K Buy
+245
New +$46.8K ﹤0.01% 683

Other funds holding WSM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Blackhill Capital
Blackhill Capital Morristown, New Jersey $2.37B AUM 22.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's WSM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Williams-Sonoma (WSM) in Q3 2026: 398 shares worth $90.7K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WSM as recently as Q1 2026.

Root Financial Partners first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. 886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Root Financial Partners held 398 shares of Williams-Sonoma worth $90.7K as of Q3 2026.
  • Williams-Sonoma was a new Root Financial Partners position in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #777 holding.
  • Root Financial Partners first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • 886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.