Trifecta Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Trifecta Capital 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	$2.33K	Buy	+10	New	+$1.98K	﹤0.01%	295

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 $3.37T AUM 44.26% 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

Trifecta Capital Advisors's WSM Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 10 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings.

996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Trifecta Capital Advisors held 10 shares of Williams-Sonoma worth $2.33K as of Q2 2026.
Williams-Sonoma was a new Trifecta Capital Advisors position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #295 holding.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.