Synergy Investment Management’s Williams-Sonoma WSM Stock Holding History

Synergy Investment Management’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	–	Sell	-6	Closed	-$1.09K	–	1190
2026 Q1	$1.09K	Buy	+6	New	+$1.2K	﹤0.01%	758

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 $3.38T AUM 44.17% 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

Synergy Investment Management's WSM Position: Q2 2026 in Review

Synergy Investment Management sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 6 shares — an estimated $1.09K sold.

Synergy Investment Management first reported a position in WSM in Q1 2026 and held it in 1 quarter. The position peaked at $1.09K in Q1 2026. 1,006 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Synergy Investment Management reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 6 Williams-Sonoma shares in Q2 2026, an estimated $1.09K.
Synergy Investment Management first reported a position in Williams-Sonoma in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's Williams-Sonoma position peaked at $1.09K in Q1 2026.
1,006 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.