True Wealth Design’s Williams-Sonoma WSM Stock Holding History

True Wealth Design’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	$33.6K	Sell	144 -14	-9%	-$2.77K	0.01%	633
2026 Q1	$28.8K	Sell	158 -18	-10%	-$3.59K	0.01%	573
2025 Q4	$31.4K	Buy	176 +32	+22%	+$6K	0.01%	466
2025 Q3	$28.1K	Buy	144 +76	+112%	+$14.5K	0.01%	484
2025 Q2	$11.1K	Buy	68 +43	+172%	+$6.75K	﹤0.01%	539
2025 Q1	$3.95K	Sell	25 -31	-55%	-$5.99K	﹤0.01%	759
2024 Q4	$10.4K	Buy	56 +46	+460%	+$7.3K	﹤0.01%	419
2024 Q3	$1.55K	Hold	10	–	–	﹤0.01%	858
2024 Q2	$1.41K	Buy	10 +4	+67%	+$596	﹤0.01%	437
2024 Q1	$953	Buy	6 +2	+50%	+$232	﹤0.01%	478
2023 Q4	$404	Hold	4	–	–	﹤0.01%	527
2023 Q3	$311	Hold	4	–	–	﹤0.01%	552
2023 Q2	$251	Hold	4	–	–	﹤0.01%	618
2023 Q1	$244	Buy	4 +2	+100%	+$125	﹤0.01%	695
2022 Q4	$115	Buy	+2	New	+$120	﹤0.01%	725

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

True Wealth Design's WSM Position: Q2 2026 in Review

True Wealth Design reduced its Williams-Sonoma (WSM) stake by 8.9% in Q2 2026, selling an estimated $2.77K and leaving 144 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #633.

True Wealth Design first reported a position in WSM in Q4 2022 and has held it in 15 quarters since. 996 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

True Wealth Design held 144 shares of Williams-Sonoma worth $33.6K as of Q2 2026.
True Wealth Design sold 14 Williams-Sonoma shares in Q2 2026, an estimated $2.77K.
Williams-Sonoma made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #633 holding.
True Wealth Design first reported a position in Williams-Sonoma in Q4 2022 and has held it in 15 quarters since.
996 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.