Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cary Street Partners Financial »

Williams-Sonoma shares owned by Cary Street Partners Financial

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Cary Street Partners Financial from 13F filings

Historical chart of Cary Street Partners Financial investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Cary Street Partners Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Williams-Sonoma by Cary Street Partners Financial

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$11M	56k	195.45
2025-06-30	$9.2M	57k	163.37

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)

Apple Stock (AAPL)

Microsoft Corp Stock (MSFT)

Vanguard Growth Etf Etf (VUG)

Fairlead Tactical Sector ETF Etf (TACK)

Jpmorgan Equity Premium Income Etf Etf (JEPI)

Tcw Flexible Income Etf Etf (FLXR)

Alphabet Inc Cap Stk Cl C Stock (GOOG)

Jpmorgan Income Etf Etf (JPIE)

Amazon Stock (AMZN)

State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)

Vanguard Small-cap Etf Etf (VB)

Jpmorgan Active Growth Etf Etf (JGRO)

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Cary Street Partners Financial

Top funds holding Williams-Sonoma

Reed Conner & Birdwell

Blackhill Capital

State Street Corporation

Geode Capital Management

First Trust Advisors

D. E. Shaw & Co

Ubs Global Asset Management Americas

Dimensional Fund Advisors

Robeco Investment Management

View all funds holding Williams-Sonoma

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z