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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
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

Other funds holding WSM

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

VisionPoint Advisory Group's WSM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Williams-Sonoma (WSM) stake by 6% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,414 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #334.

VisionPoint Advisory Group first reported a position in WSM in Q2 2024 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • VisionPoint Advisory Group held 1,414 shares of Williams-Sonoma worth $330K as of Q2 2026.
  • VisionPoint Advisory Group bought 80 Williams-Sonoma shares in Q2 2026, an estimated $15.9K.
  • Williams-Sonoma made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #334 holding.
  • VisionPoint Advisory Group first reported a position in Williams-Sonoma in Q2 2024 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.