Vista Wealth Management Group »

Williams-Sonoma shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Vista Wealth Management Group 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $285k 1.8k 158.10
2024-12-31 $326k 1.8k 185.18
2024-09-30 $357k 2.3k 154.92
2024-06-30 $238k 842 282.37
2024-03-31 $259k 816 317.53

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Ccc Intelligent Solutions Holdings (CCCS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

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