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Sunrise Financial Services’s Williams-Sonoma WSM Stock Holding History

Sunrise Financial Services’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 		$501K Buy
2,149
+3
+0.1% +$595 0.3% 39
2026
Q1 		$391K Hold
2,146
– – 0.28% 40
2025
Q4 		$383K Buy
+2,146
New +$402K 0.29% 34

Other funds holding WSM

BlackRock
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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

Sunrise Financial Services's WSM Position: Q2 2026 in Review

Sunrise Financial Services increased its Williams-Sonoma (WSM) stake by 0.14% in Q2 2026, buying an estimated $595 and bringing the position to 2,149 shares worth $501K. The position accounts for 0.3% of the portfolio, ranked #39.

Sunrise Financial Services first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 1,001 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Sunrise Financial Services held 2,149 shares of Williams-Sonoma worth $501K as of Q2 2026.
  • Sunrise Financial Services bought 3 Williams-Sonoma shares in Q2 2026, an estimated $595.
  • Williams-Sonoma made up 0.3% of Sunrise Financial Services's portfolio in Q2 2026, its #39 holding.
  • Sunrise Financial Services first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.