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3Chopt Investment Partners’s Williams-Sonoma WSM Stock Holding History

3Chopt Investment Partners’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,324
Closed -$259K – 243
2025
Q3 		$259K Sell
1,324
-892
-40% -$170K 0.06% 190
2025
Q2 		$362K Buy
+2,216
New +$348K 0.09% 167
2023
Q1 		– Sell
-480
Closed -$27.6K – 260
2022
Q4 		$27.6K Buy
+480
New +$28.8K 0.02% 228

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

3Chopt Investment Partners's WSM Position: Q4 2025 in Review

3Chopt Investment Partners sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,324 shares — an estimated $259K sold.

3Chopt Investment Partners first reported a position in WSM in Q4 2022 and held it in 3 quarters. The position peaked at $362K in Q2 2025. 946 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • 3Chopt Investment Partners reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 1,324 Williams-Sonoma shares in Q4 2025, an estimated $259K.
  • 3Chopt Investment Partners first reported a position in Williams-Sonoma in Q4 2022 and held it in 3 quarters.
  • 3Chopt Investment Partners's Williams-Sonoma position peaked at $362K in Q2 2025.
  • 946 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on 3Chopt Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.