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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
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 $6.73T 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

Seneschal Advisors's WSM Position: Q2 2026 in Review

Seneschal Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 3 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Seneschal Advisors first reported a position in WSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $782 in Q3 2025. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Seneschal Advisors held 3 shares of Williams-Sonoma worth $700 as of Q2 2026.
  • Seneschal Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #327 holding.
  • Seneschal Advisors first reported a position in Williams-Sonoma in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's Williams-Sonoma position peaked at $782 in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.