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Sagespring Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Sagespring Wealth 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 		$790K Buy
3,390
+72
+2% +$14.3K 0.01% 409
2026
Q1 		$605K Sell
3,318
-585
-15% -$117K 0.01% 449
2025
Q4 		$697K Buy
3,903
+537
+16% +$101K 0.01% 393
2025
Q3 		$658K Sell
3,366
-21
-0.6% -$4.01K 0.01% 399
2025
Q2 		$553K Sell
3,387
-58
-2% -$9.11K 0.01% 413
2025
Q1 		$545K Buy
3,445
+546
+19% +$106K 0.01% 366
2024
Q4 		$537K Buy
+2,899
New +$460K 0.01% 332

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

Sagespring Wealth Partners's WSM Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Williams-Sonoma (WSM) stake by 2.2% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,390 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #409.

Sagespring Wealth Partners first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Sagespring Wealth Partners held 3,390 shares of Williams-Sonoma worth $790K as of Q2 2026.
  • Sagespring Wealth Partners bought 72 Williams-Sonoma shares in Q2 2026, an estimated $14.3K.
  • Williams-Sonoma made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #409 holding.
  • Sagespring Wealth Partners first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.