Strategic Wealth Partners’s Williams-Sonoma WSM Stock Holding History

Strategic Wealth Partners’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	$35.4K	Hold	152	–	–	﹤0.01%	611
2026 Q1	$27.7K	Hold	152	–	–	﹤0.01%	639
2025 Q4	$27.1K	Sell	152 -50	-25%	-$9.37K	﹤0.01%	635
2025 Q3	$39.5K	Buy	202 +50	+33%	+$9.56K	﹤0.01%	603
2025 Q2	$24.8K	Buy	+152	New	+$23.9K	﹤0.01%	614
2019 Q2	–	Sell	-50	Closed	-$1K	–	830
2019 Q1	$1K	Buy	+50	New	+$1.38K	﹤0.01%	756

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Wealth Partners's WSM Position: Q2 2026 in Review

Strategic Wealth Partners held its Williams-Sonoma (WSM) position steady in Q2 2026 at 152 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Strategic Wealth Partners first reported a position in WSM in Q1 2019 and has held it in 6 quarters since. The position peaked at $39.5K in Q3 2025. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Strategic Wealth Partners held 152 shares of Williams-Sonoma worth $35.4K as of Q2 2026.
Strategic Wealth Partners left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #611 holding.
Strategic Wealth Partners first reported a position in Williams-Sonoma in Q1 2019 and has held it in 6 quarters since.
Strategic Wealth Partners's Williams-Sonoma position peaked at $39.5K in Q3 2025.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.