Back to WSM
Modera Wealth Management, LLC → WSM
Modera Wealth Management, LLC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$36.1M
Q3 2026
Peak value
$38.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37.9M |
| Q4 2025 | $33M |
| Q1 2026 | $32M |
| Q2 2026 | $38.9M |
| Q3 2026 | $36.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.1M | 158.6K | — | — |
| Q2 2026 | $38.9M | 166.7K | — | — |
| Q1 2026 | $32M | 175.8K | — | — |
| Q4 2025 | $33M | 184.7K | — | — |
| Q3 2025 | $37.9M | 193.7K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B