WSM
Williams-Sonoma, Inc. · Consumer Cyclical · Specialty Retail
Momentum-inputs (vergelijkbare managers):
breedte van houders +10.5% ·
aandelenstroom +3.9% ·
netto nieuwe posities +4.8%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 109.48K | $25.33M | n/a | −2 |
| Q2 2026 | 154 | +6 | 84.28M | $19.65B | +9 | −4 |
| Q1 2026 | 152 | -5 | 83.90M | $15.29B | +3 | −9 |
| Q4 2025 | 156 | -2 | 92.01M | $16.40B | +1 | −2 |
| Q3 2025 | 21 | +2 | 49.57M | $9.69B | +2 | −1 |
| Q2 2025 | 17 | -3 | 44.49M | $7.27B | n/a | −3 |
| Q1 2025 | 17 | +5 | 16.24M | $2.57B | +5 | n/a |
| Q4 2024 | 12 | -2 | 13.89M | $2.58B | +1 | −3 |
| Q3 2024 | 13 | -2 | 6.31M | $978.35M | n/a | −2 |
| Q2 2024 | 15 | n/a | 3.49M | $984.51M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 15.61M | 0.0% | $3.05B | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 11.73M | -3.1% | $2.29B | 0.0% | ▼ Trim | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passief) | 6.14M | +2.5% | $1.20B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 3.94M | +107.3% | $769.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passief) | 3.55M | +0.7% | $692.13M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 2.44M | n/a | $477.35M | 0.0% | n/c | 1 | SEC ↗ ×38 |
| 7 | D. E. Shaw & Co. ✦ | 1.87M | -5.9% | $365.43M | 0.3% | ▼ Trim | 6 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 1.13M | n/a | $220.83M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 9 | Goldman Sachs Group ✦ | 941.39K | n/a | $184.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Renaissance Technologies ✦ | 685.10K | -22.0% | $133.90M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 11 | Wellington Management ✦ | 478.07K | +4142.7% | $93.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 12 | Citadel Advisors ✦ | 254.03K | +59.8% | $49.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | T. Rowe Price ✦ | 240.69K | -18.3% | $47.04M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 14 | Gotham Asset Management ✦ | 184.59K | +7.5% | $36.08M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 147.02K | -19.4% | $28.61M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 16 | Fisher Asset Management ✦ | 54.45K | -3.2% | $10.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 52.00K | -80.0% | $10.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Millennium Management ✦ | 46.92K | -21.0% | $9.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Marshall Wace ✦ | 39.88K | Nieuw | $7.80M | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Capital World Investors ✦ | 33.64K | +95.5% | $6.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 4.04K | Nieuw | $789,423 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $7.80M | 0.0% |
| Bridgewater Associates | $789,423 | 0.0% |
Verlaten
| Norges Bank | $212.11M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 919 houders, 110.90M aandelen, $19.89B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Director · 780 aand · $196,654
Director · 14 aand · $3,544
Officer · 522 aand · $124,946
Officer, Director · 7.73K aand · $1.71M
Officer, Director · 11.61K aand · $2.58M
Officer, Director · 2.38K aand · $530,853
Officer · 585 aand · $127,173
Officer · 403 aand · $87,902
Officer · 362 aand · $79,843
Officer · 420 aand · $93,085
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie