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Williams-Sonoma shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 13k 182.33
2025-12-31 $2.8M 16k 178.59
2025-09-30 $1.8M 9.2k 195.45
2025-06-30 $1.2M 7.6k 163.37
2025-03-31 $860k 5.4k 158.10

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View all positions for Gladstone Institutional Advisory

Top funds holding Williams-Sonoma

Vanguard Group
BlackRock
Reed Conner & Birdwell
Vanguard Capital Management
Blackhill Capital
State Street Corporation
Vanguard Portfolio Management
FMR
Geode Capital Management
First Trust Advisors
Invesco
Ubs Global Asset Management Americas
Northern Trust
Dimensional Fund Advisors
Robeco Investment Management

View all funds holding Williams-Sonoma