SageView Advisory Group’s Williams-Sonoma WSM Stock Holding History

SageView Advisory Group’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	–	Sell	-703	Closed	-$126K	–	2441
2025 Q4	$126K	Buy	+703	New	+$132K	﹤0.01%	753

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's WSM Position: Q1 2026 in Review

SageView Advisory Group sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 703 shares — an estimated $126K sold.

SageView Advisory Group first reported a position in WSM in Q4 2025 and held it in 1 quarter. The position peaked at $126K in Q4 2025. 931 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

SageView Advisory Group reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 703 Williams-Sonoma shares in Q1 2026, an estimated $126K.
SageView Advisory Group first reported a position in Williams-Sonoma in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Williams-Sonoma position peaked at $126K in Q4 2025.
931 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.