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Atticus Wealth Management’s Williams-Sonoma WSM Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-125
Closed -$20.4K – 648
2025
Q2 		$20.4K Buy
+125
New +$19.6K 0.01% 412
2024
Q3 		– Sell
-4
Closed -$670 – 558
2024
Q2 		$670 Hold
4
– – ﹤0.01% 502
2024
Q1 		$751 Sell
4
-12
-75% -$1.39K ﹤0.01% 512
2023
Q4 		$1.68K Sell
16
-4
-20% -$346 ﹤0.01% 493
2023
Q3 		$1.6K Hold
20
– – ﹤0.01% 515
2023
Q2 		$1.28K Hold
20
– – ﹤0.01% 524
2023
Q1 		$1.23K Hold
20
– – ﹤0.01% 493
2022
Q4 		$1.16K Sell
20
-16
-44% -$960 ﹤0.01% 483
2022
Q3 		$2K Hold
36
– – ﹤0.01% 519
2022
Q2 		$2K Buy
+36
New +$2.33K ﹤0.01% 552
2021
Q4 		– Sell
-442
Closed -$39K – 496
2021
Q3 		$39K Buy
+442
New +$37.4K 0.02% 264

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 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 $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atticus Wealth Management's WSM Position: Q3 2025 in Review

Atticus Wealth Management sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 125 shares — an estimated $20.4K sold.

Atticus Wealth Management first reported a position in WSM in Q3 2021 and held it in 11 quarters. The position peaked at $39K in Q3 2021. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Atticus Wealth Management reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 125 Williams-Sonoma shares in Q3 2025, an estimated $20.4K.
  • Atticus Wealth Management first reported a position in Williams-Sonoma in Q3 2021 and held it in 11 quarters.
  • Atticus Wealth Management's Williams-Sonoma position peaked at $39K in Q3 2021.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.