UBS Group’s Williams-Sonoma WSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$267M Buy
1,143,600
+395,199
+53% +$78.3M 0.03% 519
2026
Q1
$136M Buy
748,401
+59,757
+9% +$11.9M 0.02% 825
2025
Q4
$123M Sell
688,644
-405,692
-37% -$76M 0.02% 869
2025
Q3
$214M Buy
1,094,336
+263,027
+32% +$50.3M 0.03% 544
2025
Q2
$136M Sell
831,309
-9,642
-1% -$1.51M 0.02% 757
2025
Q1
$133M Buy
840,951
+102,215
+14% +$19.8M 0.02% 738
2024
Q4
$137M Buy
738,736
+521,861
+241% +$82.8M 0.03% 714
2024
Q3
$33.6M Sell
216,875
-50,091
-19% -$7.19M 0.01% 1431
2024
Q2
$37.7M Buy
266,966
+92,190
+53% +$13.7M 0.01% 1223
2024
Q1
$27.7M Buy
174,776
+97,634
+127% +$11.3M 0.01% 1439
2023
Q4
$7.78M Sell
77,142
-233,128
-75% -$20.2M ﹤0.01% 2322
2023
Q3
$24.1M Sell
310,270
-286,900
-48% -$19.8M 0.01% 1342
2023
Q2
$37.4M Sell
597,170
-19,090
-3% -$1.14M 0.01% 991
2023
Q1
$37.5M Buy
616,260
+135,432
+28% +$8.46M 0.01% 945
2022
Q4
$27.6M Buy
480,828
+400,804
+501% +$24.1M 0.01% 1194
2022
Q3
$4.71M Sell
80,024
-60,580
-43% -$4.3M ﹤0.01% 2404
2022
Q2
$7.8M Sell
140,604
-288,462
-67% -$18.7M ﹤0.01% 2003
2022
Q1
$31.1M Buy
429,066
+318,776
+289% +$24.1M 0.01% 1124
2021
Q4
$9.33M Sell
110,290
-28,550
-21% -$2.66M ﹤0.01% 2204
2021
Q3
$12.3M Sell
138,840
-11,606
-8% -$982K ﹤0.01% 1876
2021
Q2
$12M Buy
150,446
+44,614
+42% +$3.8M ﹤0.01% 1879
2021
Q1
$9.48M Sell
105,832
-38,022
-26% -$2.57M ﹤0.01% 2001
2020
Q4
$7.33M Sell
143,854
-147,954
-51% -$7.58M ﹤0.01% 2109
2020
Q3
$13.2M Sell
291,808
-92,646
-24% -$4.12M 0.01% 1460
2020
Q2
$15.8M Sell
384,454
-487,130
-56% -$16.6M 0.01% 1213
2020
Q1
$18.5M Sell
871,584
-491,044
-36% -$15.6M 0.01% 1025
2019
Q4
$50M Buy
1,362,628
+131,140
+11% +$4.56M 0.02% 772
2019
Q3
$41.9M Buy
1,231,488
+178,016
+17% +$5.89M 0.02% 785
2019
Q2
$34.2M Sell
1,053,472
-373,490
-26% -$10.7M 0.01% 873
2019
Q1
$40.1M Buy
1,426,962
+569,468
+66% +$15.7M 0.02% 751
2018
Q4
$21.6M Buy
857,494
+299,250
+54% +$8.56M 0.01% 1030
2018
Q3
$18.3M Sell
558,244
-346,528
-38% -$11M 0.01% 1269
2018
Q2
$27.8M Sell
904,772
-199,226
-18% -$5.33M 0.01% 973
2018
Q1
$29.1M Sell
1,103,998
-78,910
-7% -$2.09M 0.01% 922
2017
Q4
$30.6M Buy
1,182,908
+93,458
+9% +$2.38M 0.01% 920
2017
Q3
$27.2M Buy
1,089,450
+420,280
+63% +$9.77M 0.01% 925
2017
Q2
$16.2M Buy
669,170
+195,880
+41% +$5M 0.01% 1173
2017
Q1
$12.7M Buy
473,290
+11,060
+2% +$270K 0.01% 1312
2016
Q4
$11.2M Sell
462,230
-2,380
-0.5% -$60.7K 0.01% 1409
2016
Q3
$11.9M Sell
464,610
-706,178
-60% -$18.5M 0.01% 1299
2016
Q2
$30.5M Buy
1,170,788
+235,066
+25% +$6.45M 0.02% 707
2016
Q1
$25.6M Sell
935,722
-1,280,620
-58% -$34.7M 0.02% 747
2015
Q4
$64.7M Buy
2,216,342
+150,184
+7% +$5.14M 0.04% 424
2015
Q3
$78.9M Buy
2,066,158
+22,902
+1% +$932K 0.06% 339
2015
Q2
$84M Buy
2,043,256
+739,942
+57% +$28.9M 0.06% 348
2015
Q1
$51.9M Sell
1,303,314
-329,514
-20% -$13.1M 0.04% 489
2014
Q4
$61.8M Buy
+1,632,828
New +$56.6M 0.04% 454

Other funds holding WSM

UBS Group's WSM Position: Q2 2026 in Review

UBS Group increased its Williams-Sonoma (WSM) stake by 53% in Q2 2026, buying an estimated $78.3M and bringing the position to 1,143,600 shares worth $267M. The position accounts for 0.03% of the portfolio, ranked #519.

UBS Group first reported a position in WSM in Q4 2014 and has held it in 47 quarters since. 1,000 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • UBS Group held 1,143,600 shares of Williams-Sonoma worth $267M as of Q2 2026.
  • UBS Group bought 395,199 Williams-Sonoma shares in Q2 2026, an estimated $78.3M.
  • Williams-Sonoma made up 0.03% of UBS Group's portfolio in Q2 2026, its #519 holding.
  • UBS Group first reported a position in Williams-Sonoma in Q4 2014 and has held it in 47 quarters since.
  • 1,000 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.