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Signature Estate & Investment Advisors’s Williams-Sonoma WSM Stock Holding History

Signature Estate & Investment 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 		$306K Hold
1,313
– – 0.01% 542
2026
Q1 		$239K Sell
1,313
-1
-0.1% -$200 ﹤0.01% 587
2025
Q4 		$235K Hold
1,314
– – ﹤0.01% 556
2025
Q3 		$257K Buy
1,314
+1
+0.1% +$191 0.01% 528
2025
Q2 		$215K Buy
1,313
+1
+0.1% +$157 ﹤0.01% 542
2025
Q1 		$207K Hold
1,312
– – 0.01% 525
2024
Q4 		$243K Hold
1,312
– – 0.01% 464
2024
Q3 		$203K Buy
+1,312
New +$188K ﹤0.01% 502

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Estate & Investment Advisors's WSM Position: Q2 2026 in Review

Signature Estate & Investment Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 1,313 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #542.

Signature Estate & Investment Advisors first reported a position in WSM in Q3 2024 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,313 shares of Williams-Sonoma worth $306K as of Q2 2026.
  • Signature Estate & Investment Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #542 holding.
  • Signature Estate & Investment Advisors first reported a position in Williams-Sonoma in Q3 2024 and has held it in 8 quarters since.
  • 578 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.