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Valeo Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Valeo 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
Q3 		$373K Buy
1,636
+105
+7% +$24.3K 0.01% 556
2026
Q2 		$357K Buy
1,531
+102
+7% +$20.2K 0.01% 557
2026
Q1 		$260K Buy
1,429
+72
+5% +$14.4K 0.01% 608
2025
Q4 		$242K Buy
1,357
+61
+5% +$11.4K 0.01% 692
2025
Q3 		$253K Buy
+1,296
New +$248K 0.01% 670
2025
Q2 		– Sell
-1,447
Closed -$229K – 820
2025
Q1 		$229K Buy
1,447
+116
+9% +$22.4K 0.01% 608
2024
Q4 		$246K Sell
1,331
-66
-5% -$10.5K 0.01% 601
2024
Q3 		$216K Buy
+1,397
New +$200K 0.01% 633
2024
Q2 		– Sell
-1,438
Closed -$205K – 721
2024
Q1 		$205K Sell
1,438
-1,792
-55% -$208K 0.01% 604
2023
Q4 		$326K Sell
3,230
-200
-6% -$17.3K 0.01% 468
2023
Q3 		$267K Sell
3,430
-394
-10% -$27.1K 0.01% 493
2023
Q2 		$239K Sell
3,824
-450
-11% -$26.8K 0.01% 492
2023
Q1 		$260K Buy
+4,274
New +$267K 0.01% 484
2022
Q1 		– Sell
-2,380
Closed -$201K – 693
2021
Q4 		$201K Buy
+2,380
New +$222K 0.01% 518
2021
Q2 		– Sell
-2,134
Closed -$191K – 1843
2021
Q1 		$191K Buy
2,134
+6
+0.3% +$405 0.01% 452
2020
Q4 		$108K Buy
2,128
+1,006
+90% +$51.5K 0.01% 547
2020
Q3 		$51K Buy
1,122
+990
+750% +$44K ﹤0.01% 668
2020
Q2 		$5K Buy
132
+12
+10% +$408 ﹤0.01% 1551
2020
Q1 		$3K Hold
120
– – ﹤0.01% 1459
2019
Q4 		$4K Hold
120
– – ﹤0.01% 1361
2019
Q3 		$4K Hold
120
– – ﹤0.01% 1277
2019
Q2 		$4K Hold
120
– – ﹤0.01% 1298
2019
Q1 		$3K Hold
120
– – ﹤0.01% 1309
2018
Q4 		$3K Hold
120
– – ﹤0.01% 1228
2018
Q3 		$4K Hold
120
– – ﹤0.01% 1302
2018
Q2 		$3K Hold
120
– – ﹤0.01% 1290
2018
Q1 		$3K Hold
120
– – ﹤0.01% 1280
2017
Q4 		$3K Buy
+120
New +$3.06K ﹤0.01% 1137

Other funds holding WSM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's WSM Position: Q3 2026 in Review

Valeo Financial Advisors increased its Williams-Sonoma (WSM) stake by 6.9% in Q3 2026, buying an estimated $24.3K and bringing the position to 1,636 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #556.

Valeo Financial Advisors first reported a position in WSM in Q4 2017 and has held it in 28 quarters since. 34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Valeo Financial Advisors held 1,636 shares of Williams-Sonoma worth $373K as of Q3 2026.
  • Valeo Financial Advisors bought 105 Williams-Sonoma shares in Q3 2026, an estimated $24.3K.
  • Williams-Sonoma made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #556 holding.
  • Valeo Financial Advisors first reported a position in Williams-Sonoma in Q4 2017 and has held it in 28 quarters since.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.