Moran Wealth Management Trims Williams-Sonoma Stake

The investment firm reduced its position in the specialty retailer by 6.9% in Q4 2025.

Apr. 18, 2026 at 11:25am

Got story updates? Submit your updates here. ›

An extreme close-up of intricate, industrial-looking metal gears and machinery, conveying the complex financial mechanisms that underlie the retail industry.An institutional investor's reduced stake in a major home goods retailer reflects shifting market dynamics in the finance and consumer sectors.Sonoma Today

Moran Wealth Management LLC lowered its stake in Williams-Sonoma, Inc. (NYSE:WSM) by 6.9% during the fourth quarter, according to the company's latest SEC filing. The institutional investor owned 197,953 shares of the specialty retailer's stock, valued at $35,352,000, making it the firm's 11th largest holding.

Why it matters

Williams-Sonoma is a major player in the home furnishings and housewares market, and changes in institutional ownership can signal shifts in investor sentiment around the company's performance and future prospects.

The details

Moran Wealth Management sold 14,711 shares of Williams-Sonoma stock during the fourth quarter, reducing its total position to 197,953 shares. The firm now owns approximately 0.17% of the company's outstanding shares.

  • Moran Wealth Management filed its Q4 2025 13F report on April 18, 2026.
  • The firm reduced its Williams-Sonoma stake during the fourth quarter of 2025.

The players

Moran Wealth Management LLC

An institutional investment firm that manages a portfolio of stocks, including a position in Williams-Sonoma.

Williams-Sonoma, Inc.

A specialty retailer focused on the home and culinary markets, known for its premium cookware, kitchen tools, and home furnishings.

Got photos? Submit your photos here. ›

The takeaway

This filing indicates that Moran Wealth Management has slightly reduced its exposure to Williams-Sonoma, potentially signaling a shift in the firm's investment strategy or outlook on the specialty retailer's performance. However, the company remains a significant holding in Moran's portfolio, suggesting the firm still sees value in the stock.