Berry Wealth Group’s Williams-Sonoma WSM Stock Holding History

Berry Wealth Group’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	-1,410	Closed	-$230K	–	105
2025 Q2	$230K	Buy	+1,410	New	+$221K	0.16%	91

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Berry Wealth Group's WSM Position: Q3 2025 in Review

Berry Wealth Group sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 1,410 shares — an estimated $230K sold.

Berry Wealth Group first reported a position in WSM in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

Berry Wealth Group reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 1,410 Williams-Sonoma shares in Q3 2025, an estimated $230K.
Berry Wealth Group first reported a position in Williams-Sonoma in Q2 2025 and held it in 1 quarter.
Berry Wealth Group's Williams-Sonoma position peaked at $230K in Q2 2025.
940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.