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Sequoia Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Sequoia Financial 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 		$15.8M Buy
67,858
+1,299
+2% +$257K 0.08% 162
2026
Q1 		$12.1M Buy
66,559
+8,427
+14% +$1.68M 0.07% 181
2025
Q4 		$10.4M Buy
58,132
+2,049
+4% +$384K 0.06% 205
2025
Q3 		$11M Buy
56,083
+4,025
+8% +$769K 0.07% 186
2025
Q2 		$8.5M Buy
52,058
+7,660
+17% +$1.2M 0.06% 206
2025
Q1 		$7.02M Buy
44,398
+9,266
+26% +$1.79M 0.05% 230
2024
Q4 		$6.51M Buy
35,132
+4,643
+15% +$737K 0.06% 226
2024
Q3 		$4.72M Buy
30,489
+5,395
+21% +$774K 0.05% 221
2024
Q2 		$3.54M Buy
25,094
+2,328
+10% +$347K 0.04% 236
2024
Q1 		$3.61M Sell
22,766
-100
-0.4% -$11.6K 0.04% 234
2023
Q4 		$2.31M Buy
+22,866
New +$1.98M 0.03% 329
2020
Q1 		– Sell
-6,696
Closed -$246K – 417
2019
Q4 		$246K Buy
+6,696
New +$233K 0.02% 328
2018
Q2 		– Sell
-179,294
Closed -$4.73M – 329
2018
Q1 		$4.73M Buy
179,294
+3,772
+2% +$99.7K 0.5% 37
2017
Q4 		$4.54M Sell
175,522
-696
-0.4% -$17.7K 0.48% 43
2017
Q3 		$4.39M Buy
176,218
+82,964
+89% +$1.93M 0.52% 39
2017
Q2 		$2.26M Buy
+93,254
New +$2.38M 0.28% 70

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

Sequoia Financial Advisors's WSM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Williams-Sonoma (WSM) stake by 2% in Q2 2026, buying an estimated $257K and bringing the position to 67,858 shares worth $15.8M. The position accounts for 0.08% of the portfolio, ranked #162.

Sequoia Financial Advisors first reported a position in WSM in Q2 2017 and has held it in 16 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Sequoia Financial Advisors held 67,858 shares of Williams-Sonoma worth $15.8M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,299 Williams-Sonoma shares in Q2 2026, an estimated $257K.
  • Williams-Sonoma made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Sequoia Financial Advisors first reported a position in Williams-Sonoma in Q2 2017 and has held it in 16 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.