Avantax Advisory Services’s Williams-Sonoma WSM Stock Holding History

Avantax Advisory Services’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	$594K	Buy	3,635 +870	+31%	+$137K	﹤0.01%	1481
2025 Q1	$437K	Buy	2,765 +190	+7%	+$36.7K	﹤0.01%	1587
2024 Q4	$477K	Buy	2,575 +70	+3%	+$11.1K	﹤0.01%	1478
2024 Q3	$388K	Buy	2,505 +101	+4%	+$14.5K	﹤0.01%	1578
2024 Q2	$339K	Buy	2,404 +378	+19%	+$56.3K	﹤0.01%	1610
2024 Q1	$322K	Sell	2,026 -254	-11%	-$29.5K	﹤0.01%	1259
2023 Q4	$230K	Sell	2,280 -796	-26%	-$68.9K	﹤0.01%	1391
2023 Q3	$239K	Buy	+3,076	New	+$212K	﹤0.01%	1322
2022 Q2	–	Sell	-3,430	Closed	-$248K	–	1399
2022 Q1	$248K	Sell	3,430 -6	-0.2%	-$454	﹤0.01%	1098
2021 Q4	$291K	Buy	3,436 +658	+24%	+$61.3K	﹤0.01%	991
2021 Q3	$247K	Buy	2,778 +180	+7%	+$15.2K	﹤0.01%	1009
2021 Q2	$207K	Sell	2,598 -6,586	-72%	-$560K	﹤0.01%	1070
2021 Q1	$825K	Buy	+9,184	New	+$620K	0.02%	475

Other funds holding WSM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's WSM Position: Q2 2025 in Review

Avantax Advisory Services increased its Williams-Sonoma (WSM) stake by 31% in Q2 2025, buying an estimated $137K and bringing the position to 3,635 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Avantax Advisory Services first reported a position in WSM in Q1 2021 and has held it in 13 quarters since. The position peaked at $825K in Q1 2021. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

Avantax Advisory Services held 3,635 shares of Williams-Sonoma worth $594K as of Q2 2025.
Avantax Advisory Services bought 870 Williams-Sonoma shares in Q2 2025, an estimated $137K.
Williams-Sonoma made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1481 holding.
Avantax Advisory Services first reported a position in Williams-Sonoma in Q1 2021 and has held it in 13 quarters since.
Avantax Advisory Services's Williams-Sonoma position peaked at $825K in Q1 2021.
916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.