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Scarborough Advisors’s Williams-Sonoma WSM Stock Holding History

Scarborough Advisors’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 		– Sell
-76
Closed -$13.9K – 705
2026
Q1 		$13.9K Buy
+76
New +$15.2K ﹤0.01% 392
2024
Q1 		– Sell
-110
Closed -$11K – 744
2023
Q4 		$11K Buy
+110
New +$9.52K ﹤0.01% 362

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.13B AUM 27.95% 1-Year Est. Return

Scarborough Advisors's WSM Position: Q2 2026 in Review

Scarborough Advisors sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 76 shares — an estimated $13.9K sold.

Scarborough Advisors first reported a position in WSM in Q4 2023 and held it in 2 quarters. The position peaked at $13.9K in Q1 2026. 198 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Scarborough Advisors reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 76 Williams-Sonoma shares in Q2 2026, an estimated $13.9K.
  • Scarborough Advisors first reported a position in Williams-Sonoma in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Williams-Sonoma position peaked at $13.9K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.