VisionPoint Advisory Group
WSM icon

VisionPoint Advisory Group’s Williams-Sonoma WSM Stock Holding History

VisionPoint Advisory Group’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 		$301K Sell
1,319
-95
-7% -$21.9K 0.05% 348
2026
Q2 		$330K Buy
1,414
+80
+6% +$15.9K 0.05% 334
2026
Q1 		$243K Buy
1,334
+13
+1% +$2.6K 0.05% 382
2025
Q4 		$236K Buy
+1,321
New +$248K 0.05% 351
2024
Q3 		– Sell
-14
Closed -$1.98K – 788
2024
Q2 		$1.98K Buy
+14
New +$2.09K ﹤0.01% 675

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VisionPoint Advisory Group's WSM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Williams-Sonoma (WSM) stake by 6.7% in Q3 2026, selling an estimated $21.9K and leaving 1,319 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #348.

VisionPoint Advisory Group first reported a position in WSM in Q2 2024 and has held it in 5 quarters since. The position peaked at $330K in Q2 2026. 250 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • VisionPoint Advisory Group held 1,319 shares of Williams-Sonoma worth $301K as of Q3 2026.
  • VisionPoint Advisory Group sold 95 Williams-Sonoma shares in Q3 2026, an estimated $21.9K.
  • Williams-Sonoma made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #348 holding.
  • VisionPoint Advisory Group first reported a position in Williams-Sonoma in Q2 2024 and has held it in 5 quarters since.
  • VisionPoint Advisory Group's Williams-Sonoma position peaked at $330K in Q2 2026.
  • 250 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.