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Rothschild Investment LLC’s Williams-Sonoma WSM Stock Holding History

Rothschild Investment LLC’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 		$13.1K Sell
56
-11
-16% -$2.18K ﹤0.01% 1733
2026
Q1 		$12.3K Buy
67
+27
+68% +$5.39K ﹤0.01% 1605
2025
Q4 		$7.21K Buy
40
+9
+29% +$1.69K ﹤0.01% 1709
2025
Q3 		$6.06K Hold
31
– – ﹤0.01% 1628
2025
Q2 		$5.06K Buy
31
+12
+63% +$1.88K ﹤0.01% 1505
2025
Q1 		$3K Buy
19
+18
+1,800% +$3.48K ﹤0.01% 1675
2024
Q4 		$185 Hold
1
– – ﹤0.01% 2806
2024
Q3 		$155 Buy
+1
New +$143 ﹤0.01% 2754
2017
Q3 		– Sell
-20,960
Closed -$508K – 442
2017
Q2 		$508K Buy
20,960
+10,280
+96% +$262K 0.06% 280
2017
Q1 		$286K Sell
10,680
-12,420
-54% -$303K 0.03% 356
2016
Q4 		$559K Buy
23,100
+7,460
+48% +$190K 0.07% 250
2016
Q3 		$399K Buy
+15,640
New +$409K 0.05% 301

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rothschild Investment LLC's WSM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Williams-Sonoma (WSM) stake by 16% in Q2 2026, selling an estimated $2.18K and leaving 56 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Rothschild Investment LLC first reported a position in WSM in Q3 2016 and has held it in 12 quarters since. The position peaked at $559K in Q4 2016. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Rothschild Investment LLC held 56 shares of Williams-Sonoma worth $13.1K as of Q2 2026.
  • Rothschild Investment LLC sold 11 Williams-Sonoma shares in Q2 2026, an estimated $2.18K.
  • Williams-Sonoma made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1733 holding.
  • Rothschild Investment LLC first reported a position in Williams-Sonoma in Q3 2016 and has held it in 12 quarters since.
  • Rothschild Investment LLC's Williams-Sonoma position peaked at $559K in Q4 2016.
  • 545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.