Vontobel Holding
WMB icon

Vontobel Holding’s Williams Companies WMB Stock Holding History

Vontobel Holding’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$87M Sell
1,279,429
-831,235
-39% -$60.5M 0.31% 73
2026
Q2 		$157M Buy
2,110,664
+2,042,565
+2,999% +$150M 0.5% 56
2026
Q1 		$4.96M Buy
68,099
+29,491
+76% +$2.04M 0.02% 367
2025
Q4 		$2.32M Buy
38,608
+4,448
+13% +$269K 0.01% 541
2025
Q3 		$2.16M Sell
34,160
-10,080
-23% -$592K 0.01% 540
2025
Q2 		$2.78M Sell
44,240
-5,453
-11% -$322K 0.01% 467
2025
Q1 		$2.97M Sell
49,693
-6,102
-11% -$349K 0.01% 392
2024
Q4 		$3.02M Buy
55,795
+34,205
+158% +$1.84M 0.01% 389
2024
Q3 		$986K Buy
21,590
+347
+2% +$15.3K ﹤0.01% 600
2024
Q2 		$903K Sell
21,243
-2,864
-12% -$115K ﹤0.01% 588
2024
Q1 		$939K Buy
24,107
+851
+4% +$30.2K 0.01% 603
2023
Q4 		$810K Buy
23,256
+1,672
+8% +$58.7K 0.01% 655
2023
Q3 		$727K Sell
21,584
-3,880
-15% -$132K 0.01% 659
2023
Q2 		$831K Buy
25,464
+3,008
+13% +$90.3K 0.01% 647
2023
Q1 		$671K Buy
22,456
+885
+4% +$27.3K 0.01% 707
2022
Q4 		$706K Sell
21,571
-618
-3% -$20.1K 0.01% 665
2022
Q3 		$635K Sell
22,189
-83,221
-79% -$2.71M 0.01% 648
2022
Q2 		$3.32M Sell
105,410
-9,581
-8% -$331K 0.04% 301
2022
Q1 		$3.87M Sell
114,991
-13,544
-11% -$414K 0.03% 310
2021
Q4 		$3.33M Sell
128,535
-5,302
-4% -$147K 0.03% 341
2021
Q3 		$3.47M Buy
133,837
+118,249
+759% +$2.98M 0.03% 335
2021
Q2 		$408K Sell
15,588
-10,943
-41% -$280K ﹤0.01% 823
2021
Q1 		$628K Buy
26,531
+6,316
+31% +$143K ﹤0.01% 621
2020
Q4 		$455K Buy
+20,215
New +$410K ﹤0.01% 676

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Vontobel Holding's WMB Position: Q3 2026 in Review

Vontobel Holding reduced its Williams Companies (WMB) stake by 39% in Q3 2026, selling an estimated $60.5M and leaving 1,279,429 shares worth $87M. The position accounts for 0.31% of the portfolio, ranked #73.

Vontobel Holding first reported a position in WMB in Q4 2020 and has held it in 24 quarters since. The position peaked at $157M in Q2 2026. 701 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Vontobel Holding held 1,279,429 shares of Williams Companies worth $87M as of Q3 2026.
  • Vontobel Holding sold 831,235 Williams Companies shares in Q3 2026, an estimated $60.5M.
  • Williams Companies made up 0.31% of Vontobel Holding's portfolio in Q3 2026, its #73 holding.
  • Vontobel Holding first reported a position in Williams Companies in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's Williams Companies position peaked at $157M in Q2 2026.
  • 701 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.