Position in WSM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,925
+$1,726 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#928
of 996 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $126,345 across 9 Specialty Retail names. WSM ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
417 | $94,579 | |
| 2 | BBY |
Best Buy Co Inc
|
132 | $10,016 | |
| 3 | WSM |
Williams Sonoma Inc
This page
|
34 | $7,925 | |
| 4 | CASY |
Caseys General Stores Inc
|
9 | $7,153 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
6 | $2,705 | |
| 6 | FIVE |
Five Below, Inc
|
12 | $2,157 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
32 | $740 | |
| 8 | TSCO |
Tractor Supply Co /De/
|
22 | $695 |
All Filings in WSM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,925 | 34 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,199 | 34 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,072 | 34 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,645 | 34 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,554 | 34 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,533 | 35 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,296 | 34 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,112 | 33 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,670 | 13 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,492 | 11 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,219 | 11 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||