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Uniting Wealth Partners’s Williams Companies WMB Stock Holding History

Uniting Wealth Partners’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 		$268K Sell
3,599
-122
-3% -$8.98K 0.05% 165
2026
Q1 		$271K Sell
3,721
-2
-0.1% -$138 0.06% 160
2025
Q4 		$224K Buy
3,723
+189
+5% +$11.4K 0.07% 143
2025
Q3 		$224K Buy
+3,534
New +$207K 0.05% 172

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Uniting Wealth Partners's WMB Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Williams Companies (WMB) stake by 3.3% in Q2 2026, selling an estimated $8.98K and leaving 3,599 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #165.

Uniting Wealth Partners first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Uniting Wealth Partners held 3,599 shares of Williams Companies worth $268K as of Q2 2026.
  • Uniting Wealth Partners sold 122 Williams Companies shares in Q2 2026, an estimated $8.98K.
  • Williams Companies made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Uniting Wealth Partners first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's Williams Companies position peaked at $271K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.