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United Financial Planning Group’s Williams-Sonoma WSM Stock Holding History

United Financial Planning 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 		– Sell
-1
Closed -$179 – 644
2025
Q4 		$179 Buy
+1
New +$187 ﹤0.01% 476

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Financial Planning Group's WSM Position: Q1 2026 in Review

United Financial Planning Group sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1 share — an estimated $179 sold.

United Financial Planning Group first reported a position in WSM in Q4 2025 and held it in 1 quarter. The position peaked at $179 in Q4 2025. 931 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • United Financial Planning Group reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1 Williams-Sonoma share in Q1 2026, an estimated $179.
  • United Financial Planning Group first reported a position in Williams-Sonoma in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Williams-Sonoma position peaked at $179 in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.