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Valued Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Valued Wealth 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
Q2 		$13.9K Buy
60
+17
+40% +$3.37K 0.01% 255
2026
Q1 		$7.78K Sell
43
-14
-25% -$2.79K ﹤0.01% 327
2025
Q4 		$10.1K Buy
57
+5
+10% +$937 ﹤0.01% 220
2025
Q3 		$10.3K Buy
52
+2
+4% +$382 ﹤0.01% 211
2025
Q2 		$8.22K Sell
50
-3
-6% -$471 ﹤0.01% 228
2025
Q1 		$8.4K Hold
53
– – 0.01% 253
2024
Q4 		$9.82K Buy
53
+11
+26% +$1.75K 0.01% 230
2024
Q3 		$6.51K Sell
42
-26
-38% -$3.73K ﹤0.01% 259
2024
Q2 		$9.6K Buy
68
+30
+79% +$4.47K 0.01% 204
2024
Q1 		$6.03K Buy
38
+32
+533% +$3.71K ﹤0.01% 234
2023
Q4 		$470 Buy
+6
New +$519 ﹤0.01% 438

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Valued Wealth Advisors's WSM Position: Q2 2026 in Review

Valued Wealth Advisors increased its Williams-Sonoma (WSM) stake by 40% in Q2 2026, buying an estimated $3.37K and bringing the position to 60 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #255.

Valued Wealth Advisors first reported a position in WSM in Q4 2023 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Valued Wealth Advisors held 60 shares of Williams-Sonoma worth $13.9K as of Q2 2026.
  • Valued Wealth Advisors bought 17 Williams-Sonoma shares in Q2 2026, an estimated $3.37K.
  • Williams-Sonoma made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • Valued Wealth Advisors first reported a position in Williams-Sonoma in Q4 2023 and has held it in 11 quarters since.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.