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Tidal Investments’s Williams-Sonoma WSM Stock Holding History

Tidal Investments’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
Q1 		$4.21M Buy
23,086
+4,665
+25% +$931K 0.01% 868
2025
Q4 		$3.29M Buy
18,421
+3,385
+23% +$634K 0.01% 783
2025
Q3 		$2.94M Sell
15,036
-2,666
-15% -$510K 0.01% 758
2025
Q2 		$2.89M Buy
17,702
+12,107
+216% +$1.9M 0.02% 600
2025
Q1 		$885K Sell
5,595
-865
-13% -$167K 0.01% 1024
2024
Q4 		$1.2M Buy
6,460
+2,078
+47% +$330K 0.01% 915
2024
Q3 		$679K Buy
4,382
+690
+19% +$99K 0.01% 1231
2024
Q2 		$521K Sell
3,692
-12,158
-77% -$1.81M 0.01% 1288
2024
Q1 		$2.52M Sell
15,850
-1,990
-11% -$231K 0.04% 441
2023
Q4 		$1.8M Sell
17,840
-8,628
-33% -$747K 0.04% 396
2023
Q3 		$2.06M Sell
26,468
-2,534
-9% -$175K 0.06% 305
2023
Q2 		$1.81M Buy
29,002
+10,968
+61% +$654K 0.05% 351
2023
Q1 		$1.1M Sell
18,034
-8,716
-33% -$544K 0.04% 455
2022
Q4 		$1.54M Buy
26,750
+6,170
+30% +$370K 0.06% 330
2022
Q3 		$1.21M Sell
20,580
-3,912
-16% -$278K 0.05% 315
2022
Q2 		$1.36M Buy
24,492
+3,170
+15% +$205K 0.05% 314
2022
Q1 		$1.55M Buy
21,322
+1,092
+5% +$82.7K 0.05% 298
2021
Q4 		$1.71M Buy
+20,230
New +$1.88M 0.05% 254

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tidal Investments's WSM Position: Q1 2026 in Review

Tidal Investments increased its Williams-Sonoma (WSM) stake by 25% in Q1 2026, buying an estimated $931K and bringing the position to 23,086 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #868.

Tidal Investments first reported a position in WSM in Q4 2021 and has held it in 18 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Tidal Investments held 23,086 shares of Williams-Sonoma worth $4.21M as of Q1 2026.
  • Tidal Investments bought 4,665 Williams-Sonoma shares in Q1 2026, an estimated $931K.
  • Williams-Sonoma made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #868 holding.
  • Tidal Investments first reported a position in Williams-Sonoma in Q4 2021 and has held it in 18 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.