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Adero Partners’s Williams-Sonoma WSM Stock Holding History

Adero 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
Q1 		$285K Buy
1,801
+39
+2% +$7.54K 0.02% 186
2024
Q4 		$326K Sell
1,762
-545
-24% -$86.5K 0.02% 163
2024
Q3 		$357K Buy
2,307
+623
+37% +$89.4K 0.02% 153
2024
Q2 		$238K Buy
1,684
+52
+3% +$7.75K 0.02% 181
2024
Q1 		$259K Buy
+1,632
New +$189K 0.02% 168

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adero Partners's WSM Position: Q1 2025 in Review

Adero Partners increased its Williams-Sonoma (WSM) stake by 2.2% in Q1 2025, buying an estimated $7.54K and bringing the position to 1,801 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #186.

Adero Partners first reported a position in WSM in Q1 2024 and has held it in 5 quarters since. The position peaked at $357K in Q3 2024. 902 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Adero Partners held 1,801 shares of Williams-Sonoma worth $285K as of Q1 2025.
  • Adero Partners bought 39 Williams-Sonoma shares in Q1 2025, an estimated $7.54K.
  • Williams-Sonoma made up 0.02% of Adero Partners's portfolio in Q1 2025, its #186 holding.
  • Adero Partners first reported a position in Williams-Sonoma in Q1 2024 and has held it in 5 quarters since.
  • Adero Partners's Williams-Sonoma position peaked at $357K in Q3 2024.
  • 902 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.