Modera Wealth Management, LLC / WSM
Modera Wealth Management, LLC’s Williams Sonoma Inc Position
Does Modera Wealth Management, LLC own Williams Sonoma Inc (WSM)? Yes — 175.8K shares worth $32M (+0.38% of its 13F portfolio) as of Q1 2026, down from 184.7K shares the prior filed quarter.
Position Value
$32M
Q1 2026
Shares
175.8K
% of Portfolio
+0.38%
Quarters Held
13
currently held
Position History WSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 175.8K | $32M | +0.38% |
| Q4 2025 | 184.7K | $33M | +0.38% |
| Q3 2025 | 193.7K | $38M | +0.44% |
| Q2 2025 | 203.3K | $33M | +0.41% |
| Q1 2025 | 208.9K | $33M | +0.45% |
| Q4 2024 | 222.5K | $41M | +0.50% |
| Q3 2024 | 233.6K | $36M | +0.46% |
| Q2 2024 | 123.6K | $35M | +0.51% |
| Q1 2024 | 126.0K | $40M | +0.61% |
| Q4 2023 | 126.6K | $26M | +0.42% |
| Q3 2023 | 126.0K | $20M | +0.37% |
| Q2 2023 | 115.7K | $14M | +0.26% |
| Q4 2021 | 1.8K | $300,000 | +0.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Modera Wealth Management, LLC’s full portfolio or all institutional holders of WSM.