Union Bancaire Privee’s Williams Companies WMB Stock Holding History

Union Bancaire Privee’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.75M	Buy	69,114 +34,610	+100%	+$2.55M	0.05%	181
2026 Q1	$2.25M	Buy	34,504 +19,278	+127%	+$1.33M	0.03%	213
2025 Q4	$804K	Buy	+15,226	New	+$921K	0.01%	325
2025 Q3	–	Sell	-31,500	Closed	-$1.58M	–	527
2025 Q2	$1.58M	Buy	+31,500	New	+$1.86M	0.02%	221

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Union Bancaire Privee's WMB Position: Q2 2026 in Review

Union Bancaire Privee increased its Williams Companies (WMB) stake by 100% in Q2 2026, buying an estimated $2.55M and bringing the position to 69,114 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #181.

Union Bancaire Privee first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 734 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Union Bancaire Privee held 69,114 shares of Williams Companies worth $4.75M as of Q2 2026.
Union Bancaire Privee bought 34,610 Williams Companies shares in Q2 2026, an estimated $2.55M.
Williams Companies made up 0.05% of Union Bancaire Privee's portfolio in Q2 2026, its #181 holding.
Union Bancaire Privee first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
734 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.