UBS Group
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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% 4953
2024
Q2 		– Sell
-81,000
Closed -$12.9M – 10169
2024
Q1 		$12.9M Sell
81,000
-84,000
-51% -$9.75M ﹤0.01% 2056
2023
Q4 		$16.6M Buy
+165,000
New +$14.3M 0.01% 1713
2022
Q4 		– Sell
-100,000
Closed -$5.89M – 11196
2022
Q3 		$5.89M Buy
+100,000
New +$7.1M ﹤0.01% 2211
2021
Q2 		– Sell
-976,000
Closed -$87.5M – 9874
2021
Q1 		$87.5M Buy
+976,000
New +$65.9M 0.03% 572
2020
Q4 		– Sell
-126,600
Closed -$5.72M – 8814
2020
Q3 		$5.72M Buy
+126,600
New +$5.63M ﹤0.01% 2073
2019
Q3 		– Sell
-82,000
Closed -$2.67M – 8290
2019
Q2 		$2.67M Buy
+82,000
New +$2.35M ﹤0.01% 2889
2019
Q1 		– Sell
-1,950,000
Closed -$49.2M – 8218
2018
Q4 		$49.2M Buy
+1,950,000
New +$55.8M 0.02% 599
2017
Q4 		– Sell
-276,600
Closed -$6.9M – 8136
2017
Q3 		$6.9M Buy
276,600
+266,600
+2,666% +$6.2M ﹤0.01% 1904
2017
Q2 		$243K Sell
10,000
-103,200
-91% -$2.63M ﹤0.01% 4630
2017
Q1 		$3.04M Buy
+113,200
New +$2.76M ﹤0.01% 2540
2016
Q1 		– Sell
-1,200
Closed -$35K – 8244
2015
Q4 		$35K Hold
1,200
– – ﹤0.01% 6185
2015
Q3 		$46K Hold
1,200
– – ﹤0.01% 5923
2015
Q2 		$49K Sell
1,200
-70,000
-98% -$2.74M ﹤0.01% 6030
2015
Q1 		$2.84M Buy
71,200
+61,882
+664% +$2.45M ﹤0.01% 2604
2014
Q4 		$353K Buy
+9,318
New +$323K ﹤0.01% 4515

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
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.