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Williams-Sonoma shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 7.3k 195.45
2025-06-30 $1.2M 7.3k 163.37
2025-03-31 $1.2M 7.4k 158.09
2024-12-31 $1.4M 7.4k 185.18
2024-09-30 $747k 4.8k 154.92

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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