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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
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

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

Root Financial Partners's WSM Position: Q2 2026 in Review

Root Financial Partners sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 296 shares — an estimated $54K sold.

Root Financial Partners first reported a position in WSM in Q3 2025 and held it in 3 quarters. The position peaked at $54K in Q1 2026. 337 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Root Financial Partners reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 296 Williams-Sonoma shares in Q2 2026, an estimated $54K.
  • Root Financial Partners first reported a position in Williams-Sonoma in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Williams-Sonoma position peaked at $54K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.