Turner Financial Group’s Williams-Sonoma WSM Stock Holding History

Turner Financial Group’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	$221K	Buy	+948	New	+$188K	0.22%	104

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

Turner Financial Group's WSM Position: Q2 2026 in Review

Turner Financial Group opened a new position in Williams-Sonoma (WSM) in Q2 2026: 948 shares worth $221K. The stake represents 0.22% of the portfolio and ranks #104 among its holdings.

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

Turner Financial Group held 948 shares of Williams-Sonoma worth $221K as of Q2 2026.
Williams-Sonoma was a new Turner Financial Group position in Q2 2026.
Williams-Sonoma made up 0.22% of Turner Financial Group's portfolio in Q2 2026, its #104 holding.
938 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Turner Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.