UBS Group’s Williams-Sonoma WSM Stock Holding History

UBS 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 Q1	$2.06M	Buy	+11,300	New	+$2.26M	﹤0.01%	4952
2024 Q2	–	Sell	-17,000	Closed	-$2.7M	–	10168
2024 Q1	$2.7M	Sell	17,000 -17,000	-50%	-$1.97M	﹤0.01%	3635
2023 Q4	$3.43M	Buy	+34,000	New	+$2.94M	﹤0.01%	3186
2023 Q3	–	Sell	-15,000	Closed	-$939K	–	10018
2023 Q2	$939K	Buy	+15,000	New	+$894K	﹤0.01%	4313
2022 Q4	–	Sell	-151,400	Closed	-$8.92M	–	11195
2022 Q3	$8.92M	Buy	+151,400	New	+$10.7M	﹤0.01%	1888
2021 Q2	–	Sell	-19,600	Closed	-$1.76M	–	9873
2021 Q1	$1.76M	Buy	+19,600	New	+$1.32M	﹤0.01%	3692
2020 Q4	–	Sell	-110,600	Closed	-$5M	–	8813
2020 Q3	$5M	Buy	+110,600	New	+$4.91M	﹤0.01%	2209
2019 Q1	–	Sell	-200,000	Closed	-$5.04M	–	8217
2018 Q4	$5.04M	Buy	+200,000	New	+$5.72M	﹤0.01%	2141
2018 Q1	–	Sell	-19,000	Closed	-$491K	–	8212
2017 Q4	$491K	Buy	+19,000	New	+$484K	﹤0.01%	4306
2016 Q4	–	Sell	-652,200	Closed	-$16.7M	–	8074
2016 Q3	$16.7M	Buy	+652,200	New	+$17.1M	0.01%	1085
2016 Q1	–	Sell	-200	Closed	-$6K	–	8243
2015 Q4	$6K	Hold	200	–	–	﹤0.01%	7629
2015 Q3	$8K	Hold	200	–	–	﹤0.01%	7428
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	7626
2015 Q1	$8K	Sell	200 -200	-50%	-$7.93K	﹤0.01%	7837
2014 Q4	$15K	Buy	+400	New	+$13.9K	﹤0.01%	8033

Other funds holding WSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's WSM Position: Q1 2026 in Review

UBS Group increased its Williams-Sonoma (WSM) stake by 8.7% in Q1 2026, buying an estimated $11.9M and bringing the position to 748,401 shares worth $136M. The position accounts for 0.02% of the portfolio, ranked #825.

UBS Group first reported a position in WSM in Q4 2014 and has held it in 46 quarters since. The position peaked at $214M in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

UBS Group held 748,401 shares of Williams-Sonoma worth $136M as of Q1 2026.
UBS Group bought 59,757 Williams-Sonoma shares in Q1 2026, an estimated $11.9M.
Williams-Sonoma made up 0.02% of UBS Group's portfolio in Q1 2026, its #825 holding.
UBS Group first reported a position in Williams-Sonoma in Q4 2014 and has held it in 46 quarters since.
UBS Group's Williams-Sonoma position peaked at $214M in Q3 2025.
925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.