Quantum Financial Advisors »

Williams-Sonoma shares owned by Quantum Financial Advisors

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Quantum Financial Advisors from 13F filings

Historical chart of Quantum Financial Advisors investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams-Sonoma by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 1.5k 195.46
2025-06-30 $245k 1.5k 163.38
2025-03-31 $238k 1.5k 158.11
2024-12-31 $278k 1.5k 185.19
2024-09-30 $234k 1.5k 154.93
2024-06-30 $213k 754 282.40
2024-03-31 $239k 754 317.57

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Global Sustaina (DFSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Quantum Financial Advisors

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
Morgan Stanley
Dimensional Fund Advisors
Robeco Investment Management

View all funds holding Williams-Sonoma