Viewpoint Investment Partners’s Williams-Sonoma WSM Stock Holding History

Viewpoint Investment Partners’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	$233K	Buy	+1,000	New	+$198K	0.08%	123

Other funds holding WSM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Viewpoint Investment Partners's WSM Position: Q2 2026 in Review

Viewpoint Investment Partners opened a new position in Williams-Sonoma (WSM) in Q2 2026: 1,000 shares worth $233K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings.

383 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Viewpoint Investment Partners held 1,000 shares of Williams-Sonoma worth $233K as of Q2 2026.
Williams-Sonoma was a new Viewpoint Investment Partners position in Q2 2026.
Williams-Sonoma made up 0.08% of Viewpoint Investment Partners's portfolio in Q2 2026, its #123 holding.
383 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.