Position in WSM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$878,553
+$354,719 QoQ
Shares Held
3,769
+31.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 996 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,187,240 across 10 Specialty Retail names. WSM ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
61,023 | $1,928,937 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
2,878 | $1,297,920 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
3,769 | $878,553 | |
| 4 | BBY |
Best Buy Co Inc
|
10,216 | $775,190 | |
| 5 | CASY |
Caseys General Stores Inc
|
689 | $547,610 | |
| 6 | FIVE |
Five Below, Inc
|
2,814 | $505,929 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
1,836 | $416,423 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
6,060 | $285,607 |
All Filings in WSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,553 | 3,769 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $523,834 | 2,873 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $449,153 | 2,515 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $290,047 | 1,484 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $243,584 | 1,491 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $226,241 | 1,431 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $213,882 | 1,155 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $223,354 | 791 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||