🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Manning & Napier Group’s WSM Holdings & Trades

First Buy
Q4 2015
Duration Held
26 Quarters
Largest Add
Q2 2021
+78,674 Shares
Current Position
18,809 Shares
$3.43 M Value

Manning & Napier Group's WSM Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 18,809 shares of Williams-Sonoma, Inc. (WSM) worth $3.43 M, representing 0.05% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 26 quarters.

Based on 13F filings, Manning & Napier Group has maintained a strategic position in WSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 78,674 shares. Largest reduction occurred in Q1 2017, reducing 71,994 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Williams-Sonoma (WSM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Williams-Sonoma (WSM) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -253 Reduce 1.33% 18,809 $182.33
Q4 2025 -1,444 Reduce 7.04% 19,062 $181.40
Q3 2025 -14,716 Reduce 41.78% 20,506 $195.45
Q2 2025 +10,541 Add 42.71% 35,222 $163.37
Q1 2025 -10,080 Reduce 29.00% 24,681 $158.10
Q4 2024 -1,238 Reduce 3.44% 34,761 $185.18
Q3 2024 -2,245 Reduce 5.87% 35,999 $154.92
Q2 2024 +38,244 New Buy 38,244 $141.18
Q2 2022 -65,134 Sold Out 65,134 $72.48
Q1 2022 -5,788 Reduce 8.16% 65,134 $72.48
Q4 2021 -2,054 Reduce 2.81% 70,922 $84.56
Q3 2021 -5,698 Reduce 7.24% 72,976 $88.65
Q2 2021 +78,674 New Buy 78,674 $79.81
Q1 2017 -71,994 Sold Out 0 $0.00
Q4 2016 -4,680 Reduce 6.10% 71,994 $24.17
Q3 2016 -1,260 Reduce 1.62% 76,674 $25.52
Q2 2016 -7,206 Reduce 8.46% 77,934 $26.05
Q1 2016 +26,960 Add 46.34% 85,140 $27.35
Q4 2015 +58,180 New Buy 58,180 $29.19

Manning & Napier Group's Williams-Sonoma Investment FAQs

Manning & Napier Group first purchased Williams-Sonoma, Inc. (WSM) in Q4 2015, acquiring 58,180 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Williams-Sonoma, Inc. (WSM) for 26 quarters since Q4 2015.

Manning & Napier Group's largest addition to Williams-Sonoma, Inc. (WSM) was in Q2 2021, adding 78,674 shares worth $6.28 M.

According to the latest 13F filing for Q1 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 18,809 shares of Williams-Sonoma, Inc. (WSM), valued at approximately $3.43 M.

As of the Q1 2026 filing, Williams-Sonoma, Inc. (WSM) represents approximately 0.05% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in Williams-Sonoma, Inc. (WSM) was 85,140 shares, as reported at the end of Q1 2016.