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Titleist Asset Management’s Williams-Sonoma WSM Stock Holding History

Titleist Asset 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
Q3 		– Sell
-894
Closed -$208K – 449
2026
Q2 		$208K Buy
+894
New +$177K 0.01% 401

Other funds holding WSM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Titleist Asset Management's WSM Position: Q3 2026 in Review

Titleist Asset Management sold out of Williams-Sonoma (WSM) in Q3 2026, closing a stake of 894 shares — an estimated $208K sold.

Titleist Asset Management first reported a position in WSM in Q2 2026 and held it in 1 quarter. The position peaked at $208K in Q2 2026. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Titleist Asset Management reported no remaining Williams-Sonoma position as of Q3 2026 after selling out during the quarter.
  • Titleist Asset Management sold 894 Williams-Sonoma shares in Q3 2026, an estimated $208K.
  • Titleist Asset Management first reported a position in Williams-Sonoma in Q2 2026 and held it in 1 quarter.
  • Titleist Asset Management's Williams-Sonoma position peaked at $208K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.