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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WSM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WSM Position History
Williams-Sonoma, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$21.7M
Q3 2026
Peak value
$21.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.9M |
| Q4 2025 | $4.5M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.7M |
| Q3 2026 | $21.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.7M | 93.9K | — | — |
| Q2 2026 | $3.7M | 16.9K | — | — |
| Q1 2026 | $2.8M | 15.5K | — | — |
| Q4 2025 | $4.5M | 23.0K | — | — |
| Q3 2025 | $9.9M | 52.5K | — | — |
Other funds holding WSM
$2.8B
$2.5B
$2.5B
$2.4B
$1.4B
$1.4B
$1.2B