Position in WSM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$723,309
+$168,479 QoQ
Shares Held
3,103
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#549
of 1,001 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, 2026Atria Investments, Inc holds $10,731,616 across 9 Specialty Retail names. WSM ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
3,897 | $3,097,296 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
6,632 | $2,990,899 | |
| 3 | BBY |
Best Buy Co Inc
|
15,142 | $1,148,974 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
24,161 | $763,729 | |
| 5 | WSM |
Williams Sonoma Inc
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|
3,103 | $723,309 | |
| 6 | DKS |
Dick's Sporting Goods, Inc.
|
2,943 | $667,501 | |
| 7 | MUSA |
Murphy USA Inc.
|
1,138 | $613,234 | |
| 8 | FIVE |
Five Below, Inc
|
2,247 | $403,988 |
All Filings in WSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,309 | 3,103 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $554,830 | 3,043 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $532,555 | 2,982 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $599,445 | 3,067 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $229,534 | 1,405 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $464,801 | 2,510 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $396,595 | 2,560 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $213,189 | 755 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||