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Williams-Sonoma shares owned by Kestra Investment Management

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Kestra Investment Management from 13F filings

Historical chart of Kestra Investment Management investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Kestra Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 1.1k 195.45
2025-06-30 $816k 5.0k 163.36
2025-03-31 $145k 916 158.10
2024-12-31 $590k 3.2k 185.16
2024-09-30 $523k 3.4k 154.92

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Core Msci Emkt (IEMG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Kestra Investment Management

Top funds holding Williams-Sonoma

Vanguard Group
BlackRock
Reed Conner & Birdwell
Blackhill Capital
State Street Corporation
FMR
Geode Capital Management
First Trust Advisors
D. E. Shaw & Co
Ubs Global Asset Management Americas
Northern Trust
Invesco
Dimensional Fund Advisors
Robeco Investment Management
Jpmorgan Chase & Co

View all funds holding Williams-Sonoma