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United Asset Strategies’s Williams Companies WMB Stock Holding History

United Asset Strategies’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 		$1.33M Sell
17,924
-838
-4% -$61.7K 0.09% 130
2026
Q1 		$1.37M Sell
18,762
-1,286
-6% -$89K 0.11% 114
2025
Q4 		$1.21M Buy
20,048
+2,115
+12% +$128K 0.09% 136
2025
Q3 		$1.14M Sell
17,933
-51,891
-74% -$3.05M 0.09% 132
2025
Q2 		$4.39M Sell
69,824
-3,083
-4% -$182K 0.37% 62
2025
Q1 		$4.36M Sell
72,907
-2,594
-3% -$148K 0.4% 62
2024
Q4 		$4.09M Sell
75,501
-932
-1% -$50.2K 0.38% 63
2024
Q3 		$3.49M Sell
76,433
-732
-0.9% -$32.2K 0.32% 67
2024
Q2 		$3.28M Sell
77,165
-2,435
-3% -$97.7K 0.32% 68
2024
Q1 		$3.1M Buy
79,600
+702
+0.9% +$24.9K 0.31% 68
2023
Q4 		$2.75M Sell
78,898
-2,346
-3% -$82.3K 0.31% 72
2023
Q3 		$2.74M Buy
81,244
+12,722
+19% +$434K 0.35% 67
2023
Q2 		$2.24M Sell
68,522
-63
-0.1% -$1.89K 0.28% 78
2023
Q1 		$2.05M Sell
68,585
-75,572
-52% -$2.33M 0.27% 78
2022
Q4 		$4.74M Sell
144,157
-1,392
-1% -$45.3K 0.66% 50
2022
Q3 		$4.17M Sell
145,549
-299
-0.2% -$9.74K 0.64% 52
2022
Q2 		$4.55M Sell
145,848
-1,847
-1% -$63.8K 0.66% 47
2022
Q1 		$4.93M Sell
147,695
-1,768
-1% -$54K 0.63% 49
2021
Q4 		$3.89M Buy
149,463
+2,936
+2% +$81.1K 0.46% 58
2021
Q3 		$3.8M Buy
146,527
+4,679
+3% +$118K 0.49% 57
2021
Q2 		$3.77M Buy
141,848
+1,373
+1% +$35.2K 0.5% 58
2021
Q1 		$3.33M Buy
140,475
+82,156
+141% +$1.87M 0.48% 60
2020
Q4 		$1.17M Buy
+58,319
New +$1.18M 0.18% 95

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

United Asset Strategies's WMB Position: Q2 2026 in Review

United Asset Strategies reduced its Williams Companies (WMB) stake by 4.5% in Q2 2026, selling an estimated $61.7K and leaving 17,924 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #130.

United Asset Strategies first reported a position in WMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.93M in Q1 2022. 1,084 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • United Asset Strategies held 17,924 shares of Williams Companies worth $1.33M as of Q2 2026.
  • United Asset Strategies sold 838 Williams Companies shares in Q2 2026, an estimated $61.7K.
  • Williams Companies made up 0.09% of United Asset Strategies's portfolio in Q2 2026, its #130 holding.
  • United Asset Strategies first reported a position in Williams Companies in Q4 2020 and has held it in 23 quarters since.
  • United Asset Strategies's Williams Companies position peaked at $4.93M in Q1 2022.
  • 1,084 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.