Wealthcare Advisory Partners’s Williams-Sonoma WSM Stock Holding History

Wealthcare Advisory 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	$302K	Sell	1,293 -47	-4%	-$9.31K	0.01%	876
2026 Q1	$244K	Sell	1,340 -74	-5%	-$14.8K	﹤0.01%	952
2025 Q4	$253K	Buy	1,414 +75	+6%	+$14.1K	0.01%	944
2025 Q3	$262K	Sell	1,339 -2	-0.1%	-$382	0.01%	899
2025 Q2	$219K	Sell	1,341 -20	-1%	-$3.14K	0.01%	906
2025 Q1	$215K	Sell	1,361 -32	-2%	-$6.18K	0.01%	847
2024 Q4	$258K	Buy	+1,393	New	+$221K	0.01%	762

Other funds holding WSM

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

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

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 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

Wealthcare Advisory Partners's WSM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Williams-Sonoma (WSM) stake by 3.5% in Q2 2026, selling an estimated $9.31K and leaving 1,293 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #876.

Wealthcare Advisory Partners first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Wealthcare Advisory Partners held 1,293 shares of Williams-Sonoma worth $302K as of Q2 2026.
Wealthcare Advisory Partners sold 47 Williams-Sonoma shares in Q2 2026, an estimated $9.31K.
Williams-Sonoma made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #876 holding.
Wealthcare Advisory Partners first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.