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United Capital Management of KS’s Williams-Sonoma WSM Stock Holding History

United Capital Management of KS’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 		$11.7M Buy
50,217
+2,192
+5% +$434K 1.53% 28
2026
Q1 		$8.76M Buy
+48,025
New +$9.59M 1.33% 32

Other funds holding WSM

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

United Capital Management of KS's WSM Position: Q2 2026 in Review

United Capital Management of KS increased its Williams-Sonoma (WSM) stake by 4.6% in Q2 2026, buying an estimated $434K and bringing the position to 50,217 shares worth $11.7M. The position accounts for 1.53% of the portfolio, ranked #28.

United Capital Management of KS first reported a position in WSM in Q1 2026 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • United Capital Management of KS held 50,217 shares of Williams-Sonoma worth $11.7M as of Q2 2026.
  • United Capital Management of KS bought 2,192 Williams-Sonoma shares in Q2 2026, an estimated $434K.
  • Williams-Sonoma made up 1.53% of United Capital Management of KS's portfolio in Q2 2026, its #28 holding.
  • United Capital Management of KS first reported a position in Williams-Sonoma in Q1 2026 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.