Universal-Beteiligungs- und Servicegesellschaft’s Williams-Sonoma WSM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$12.8M	Sell	54,850 -2,169	-4%	-$430K	0.02%	561
2026 Q1	$10.4M	Sell	57,019 -5,875	-9%	-$1.17M	0.02%	588
2025 Q4	$11.3M	Sell	62,894 -16,086	-20%	-$3.01M	0.02%	571
2025 Q3	$15.4M	Sell	78,980 -9,627	-11%	-$1.84M	0.03%	465
2025 Q2	$14.5M	Buy	88,607 +5,054	+6%	+$793K	0.03%	467
2025 Q1	$13.2M	Buy	83,553 +9,533	+13%	+$1.84M	0.03%	469
2024 Q4	$13.7M	Buy	+74,020	New	+$11.7M	0.03%	464

Other funds holding WSM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WSM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Williams-Sonoma (WSM) stake by 3.8% in Q2 2026, selling an estimated $430K and leaving 54,850 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #561.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q3 2025. 720 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 54,850 shares of Williams-Sonoma worth $12.8M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 2,169 Williams-Sonoma shares in Q2 2026, an estimated $430K.
Williams-Sonoma made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #561 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Williams-Sonoma position peaked at $15.4M in Q3 2025.
720 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.