SW
WSM icon

StackStone Wealth’s Williams-Sonoma WSM Stock Holding History

StackStone Wealth’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 		$422K Buy
+1,850
New +$427K 0.04% 239

Other funds holding WSM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

StackStone Wealth's WSM Position: Q3 2026 in Review

StackStone Wealth opened a new position in Williams-Sonoma (WSM) in Q3 2026: 1,850 shares worth $422K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

360 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • StackStone Wealth held 1,850 shares of Williams-Sonoma worth $422K as of Q3 2026.
  • Williams-Sonoma was a new StackStone Wealth position in Q3 2026.
  • Williams-Sonoma made up 0.04% of StackStone Wealth's portfolio in Q3 2026, its #239 holding.
  • 360 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.