United Capital Financial Advisors’s Williams-Sonoma WSM Stock Holding History

United Capital Financial Advisors’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 Q2	$879K	Buy	3,769 +896	+31%	+$178K	﹤0.01%	851
2026 Q1	$524K	Buy	2,873 +358	+14%	+$71.5K	﹤0.01%	1050
2025 Q4	$449K	Buy	2,515 +1,031	+69%	+$193K	﹤0.01%	1008
2025 Q3	$290K	Sell	1,484 -7	-0.5%	-$1.34K	﹤0.01%	1029
2025 Q2	$244K	Buy	1,491 +60	+4%	+$9.42K	﹤0.01%	988
2025 Q1	$226K	Buy	1,431 +276	+24%	+$53.3K	﹤0.01%	976
2024 Q4	$214K	Buy	+1,155	New	+$183K	﹤0.01%	999
2024 Q3	–	Sell	-1,582	Closed	-$223K	–	1092
2024 Q2	$223K	Buy	+1,582	New	+$236K	﹤0.01%	947
2015 Q1	–	Sell	-5,500	Closed	-$208K	–	1284
2014 Q4	$208K	Buy	+5,500	New	+$191K	﹤0.01%	1092

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Capital Financial Advisors's WSM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Williams-Sonoma (WSM) stake by 31% in Q2 2026, buying an estimated $178K and bringing the position to 3,769 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

United Capital Financial Advisors first reported a position in WSM in Q4 2014 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

United Capital Financial Advisors held 3,769 shares of Williams-Sonoma worth $879K as of Q2 2026.
United Capital Financial Advisors bought 896 Williams-Sonoma shares in Q2 2026, an estimated $178K.
Williams-Sonoma made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #851 holding.
United Capital Financial Advisors first reported a position in Williams-Sonoma in Q4 2014 and has held it in 9 quarters since.
998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.