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Vise Technologies’s Williams-Sonoma WSM Stock Holding History

Vise Technologies’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
Q1 		$666K Hold
3,731
– – 0.01% 736
2025
Q4 		$666K Buy
3,731
+1,224
+49% +$229K 0.01% 741
2025
Q3 		$490K Sell
2,507
-1,004
-29% -$192K 0.02% 677
2025
Q2 		$574K Buy
+3,511
New +$551K 0.02% 589

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vise Technologies's WSM Position: Q1 2026 in Review

Vise Technologies held its Williams-Sonoma (WSM) position steady in Q1 2026 at 3,731 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #736.

Vise Technologies first reported a position in WSM in Q2 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Vise Technologies held 3,731 shares of Williams-Sonoma worth $666K as of Q1 2026.
  • Vise Technologies left its Williams-Sonoma share count unchanged in Q1 2026.
  • Williams-Sonoma made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #736 holding.
  • Vise Technologies first reported a position in Williams-Sonoma in Q2 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.