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Transamerica Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Transamerica Financial Advisors’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 		$139K Sell
596
-32
-5% -$6.34K 0.01% 496
2026
Q1 		$115K Buy
628
+27
+4% +$5.39K 0.01% 496
2025
Q4 		$107K Sell
601
-47
-7% -$8.81K 0.01% 447
2025
Q3 		$126K Buy
648
+4
+0.6% +$764 0.01% 380
2025
Q2 		$105K Sell
644
-38
-6% -$5.97K 0.01% 270
2025
Q1 		$108K Sell
682
-64
-9% -$12.4K 0.01% 264
2024
Q4 		$139K Buy
746
+7
+0.9% +$1.11K 0.01% 242
2024
Q3 		$115K Buy
+739
New +$106K 0.01% 259

Other funds holding WSM

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

Transamerica Financial Advisors's WSM Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Williams-Sonoma (WSM) stake by 5.1% in Q2 2026, selling an estimated $6.34K and leaving 596 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #496.

Transamerica Financial Advisors first reported a position in WSM in Q3 2024 and has held it in 8 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Transamerica Financial Advisors held 596 shares of Williams-Sonoma worth $139K as of Q2 2026.
  • Transamerica Financial Advisors sold 32 Williams-Sonoma shares in Q2 2026, an estimated $6.34K.
  • Williams-Sonoma made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #496 holding.
  • Transamerica Financial Advisors first reported a position in Williams-Sonoma in Q3 2024 and has held it in 8 quarters since.
  • 996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.