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Center for Financial Planning’s Williams-Sonoma WSM Stock Holding History

Center for Financial Planning’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
-8
Closed -$1.31K – 702
2025
Q2 		$1.31K Hold
8
– – ﹤0.01% 592
2025
Q1 		$1.26K Hold
8
– – ﹤0.01% 624
2024
Q4 		$1.48K Buy
+8
New +$1.27K ﹤0.01% 567

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 $3.38T AUM 44.17% 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

Center for Financial Planning's WSM Position: Q3 2025 in Review

Center for Financial Planning sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 8 shares — an estimated $1.31K sold.

Center for Financial Planning first reported a position in WSM in Q4 2024 and held it in 3 quarters. The position peaked at $1.48K in Q4 2024. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Center for Financial Planning reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 8 Williams-Sonoma shares in Q3 2025, an estimated $1.31K.
  • Center for Financial Planning first reported a position in Williams-Sonoma in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Williams-Sonoma position peaked at $1.48K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.