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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sagespring Wealth Partners's WSM Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Williams-Sonoma (WSM) stake by 15% in Q1 2026, selling an estimated $117K and leaving 3,318 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #449.

Sagespring Wealth Partners first reported a position in WSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $697K in Q4 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

Sagespring Wealth Partners held 3,318 shares of Williams-Sonoma worth $605K as of Q1 2026.
Sagespring Wealth Partners sold 585 Williams-Sonoma shares in Q1 2026, an estimated $117K.
Williams-Sonoma made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #449 holding.
Sagespring Wealth Partners first reported a position in Williams-Sonoma in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Williams-Sonoma position peaked at $697K in Q4 2025.
925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.