Seneschal Advisors
WSM icon

Seneschal Advisors’s Williams-Sonoma WSM Stock Holding History

Seneschal 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
Q3 		$684 Hold
3
– – ﹤0.01% 349
2026
Q2 		$700 Hold
3
– – ﹤0.01% 327
2026
Q1 		$547 Hold
3
– – ﹤0.01% 346
2025
Q4 		$536 Sell
3
-1
-25% -$187 ﹤0.01% 343
2025
Q3 		$782 Buy
+4
New +$764 ﹤0.01% 271

Other funds holding WSM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Blackhill Capital
Blackhill Capital Morristown, New Jersey $2.37B AUM 22.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Seneschal Advisors's WSM Position: Q3 2026 in Review

Seneschal Advisors held its Williams-Sonoma (WSM) position steady in Q3 2026 at 3 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Seneschal Advisors first reported a position in WSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $782 in Q3 2025. 886 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Seneschal Advisors held 3 shares of Williams-Sonoma worth $684 as of Q3 2026.
  • Seneschal Advisors left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of Seneschal Advisors's portfolio in Q3 2026, its #349 holding.
  • Seneschal Advisors first reported a position in Williams-Sonoma in Q3 2025 and has held it in 5 quarters since.
  • Seneschal Advisors's Williams-Sonoma position peaked at $782 in Q3 2025.
  • 886 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Seneschal Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.