GHP Investment Advisors, Inc.

Position in WSM — Williams Sonoma Inc

CIK 1401561 Denver, CO

Position in WSM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$418,880

+$86,128 QoQ

Shares Held

1,797

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#636

of 996 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GHP Investment Advisors, Inc. holds $20,070,393 across 6 Specialty Retail names. WSM ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ULTA	Ulta Beauty, Inc.	33,665	$15,182,240
2	TSCO	Tractor Supply Co /De/	139,690	$4,415,600
3	WSM	Williams Sonoma Inc This page	1,797	$418,880
4	MUSA	Murphy USA Inc.	98	$52,809
5	CASY	Caseys General Stores Inc	1	$794
6	SBH	Sally Beauty Holdings, Inc.	5	$70

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,880	1,797	-1.5%	Shares	Sole	2026-07-20
2026-03-31	$332,752	1,825	-10.8%	Shares	Sole	2026-04-21
2025-12-31	$365,395	2,046	-15.3%	Shares	Sole	2026-01-27
2025-09-30	$472,402	2,417	-8.3%	Shares	Sole	2025-10-31
2025-06-30	$430,806	2,637	-26.6%	Shares	Sole	2025-08-05
2025-03-31	$567,895	3,592	-13.3%	Shares	Sole	2025-04-23
2024-12-31	$767,200	4,143	-2.5%	Shares	Sole	2025-01-27
2024-09-30	$658,255	4,249	-51.3%	Shares	Sole	2024-10-24
2024-06-30	$2,462,266	8,720	-9.1%	Shares	Sole	2024-08-08
2024-03-31	$3,045,430	9,591	+4.0%	Shares	Sole	2024-04-25
2023-12-31	$1,861,016	9,223	+16.0%	Shares	Sole	2024-01-26
2023-09-30	$1,236,051	7,954	+5.1%	Shares	Sole	2023-10-17
2023-06-30	$947,184	7,569	+17.1%	Shares	Sole	2023-08-14
2023-03-31	$786,531	6,465	+7.0%	Shares	Sole	2023-04-21
2022-12-31	$694,346	6,042	-11.1%	Shares	Sole	2023-02-16
2022-09-30	$800,790	6,795	+9.0%	Shares	Sole	2022-11-14
2022-06-30	$691,440	6,232	-25.2%	Shares	Sole	2022-08-11
2022-03-31	$1,208,430	8,334	+27.3%	Shares	Sole	2022-04-28
2021-12-31	$1,107,632	6,549	+84.5%	Shares	Sole	2022-02-14
2021-09-30	$629,344	3,549	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.