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Rossby Financial’s Williams-Sonoma WSM Stock Holding History

Rossby Financial’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 		$451K Buy
1,936
+229
+13% +$45.4K 0.08% 223
2026
Q1 		$308K Buy
1,707
+450
+36% +$89.8K 0.06% 275
2025
Q4 		$224K Sell
1,257
-65
-5% -$12.2K 0.07% 264
2025
Q3 		$258K Sell
1,322
-73
-5% -$14K 0.08% 234
2025
Q2 		$228K Sell
1,395
-149
-10% -$23.4K 0.08% 231
2025
Q1 		$233K Buy
+1,544
New +$298K 0.1% 198

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

Rossby Financial's WSM Position: Q2 2026 in Review

Rossby Financial increased its Williams-Sonoma (WSM) stake by 13% in Q2 2026, buying an estimated $45.4K and bringing the position to 1,936 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #223.

Rossby Financial first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Rossby Financial held 1,936 shares of Williams-Sonoma worth $451K as of Q2 2026.
  • Rossby Financial bought 229 Williams-Sonoma shares in Q2 2026, an estimated $45.4K.
  • Williams-Sonoma made up 0.08% of Rossby Financial's portfolio in Q2 2026, its #223 holding.
  • Rossby Financial first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.