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Capital A Wealth Management’s Williams-Sonoma WSM Stock Holding History

Capital A 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
Q2 		– Sell
-26
Closed -$4.11K – 844
2025
Q1 		$4.11K Hold
26
– – ﹤0.01% 401
2024
Q4 		$4.82K Buy
+26
New +$4.13K 0.01% 383

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 $47.8B 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 $3.37T AUM 44.26% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's WSM Position: Q2 2025 in Review

Capital A Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 26 shares — an estimated $4.11K sold.

Capital A Wealth Management first reported a position in WSM in Q4 2024 and held it in 2 quarters. The position peaked at $4.82K in Q4 2024. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Capital A Wealth Management reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 26 Williams-Sonoma shares in Q2 2025, an estimated $4.11K.
  • Capital A Wealth Management first reported a position in Williams-Sonoma in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Williams-Sonoma position peaked at $4.82K in Q4 2024.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.