Atria Wealth Solutions’s Williams-Sonoma WSM Stock Holding History

Atria Wealth Solutions’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 Q2	$226K	Hold	1,318	–	–	0.01%	1310
2025 Q1	$208K	Sell	1,318 -1,353	-51%	-$261K	﹤0.01%	1694
2024 Q4	$495K	Buy	2,671 +1,228	+85%	+$195K	0.01%	1286
2024 Q3	$224K	Sell	1,443 -349	-19%	-$50.1K	﹤0.01%	1711
2024 Q2	$253K	Sell	1,792 -382	-18%	-$56.9K	﹤0.01%	1613
2024 Q1	$345K	Buy	+2,174	New	+$252K	﹤0.01%	1468
2023 Q4	–	Sell	-2,878	Closed	-$224K	–	2030
2023 Q3	$224K	Sell	2,878 -4,990	-63%	-$344K	﹤0.01%	1623
2023 Q2	$492K	Sell	7,868 -1,580	-17%	-$94.2K	0.01%	1167
2023 Q1	$575K	Sell	9,448 -498	-5%	-$31.1K	0.01%	1051
2022 Q4	$572K	Sell	9,946 -6,236	-39%	-$374K	0.01%	1004
2022 Q3	$954K	Buy	16,182 +1,300	+9%	+$92.3K	0.02%	727
2022 Q2	$826K	Buy	14,882 +52	+0.4%	+$3.36K	0.02%	774
2022 Q1	$1.07M	Buy	+14,830	New	+$1.12M	0.02%	701

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Wealth Solutions's WSM Position: Q2 2025 in Review

Atria Wealth Solutions held its Williams-Sonoma (WSM) position steady in Q2 2025 at 1,318 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1310.

Atria Wealth Solutions first reported a position in WSM in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2022. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

Atria Wealth Solutions held 1,318 shares of Williams-Sonoma worth $226K as of Q2 2025.
Atria Wealth Solutions left its Williams-Sonoma share count unchanged in Q2 2025.
Williams-Sonoma made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1310 holding.
Atria Wealth Solutions first reported a position in Williams-Sonoma in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Williams-Sonoma position peaked at $1.07M in Q1 2022.
917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.