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Clarius Group LLC’s Williams-Sonoma WSM Stock Holding History

Clarius Group LLC’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
-2,089
Closed -$341K – 485
2025
Q2 		$341K Buy
2,089
+151
+8% +$23.7K 0.02% 325
2025
Q1 		$306K Buy
1,938
+298
+18% +$57.6K 0.02% 349
2024
Q4 		$304K Buy
1,640
+9
+0.6% +$1.43K 0.02% 316
2024
Q3 		$252K Buy
1,631
+7
+0.4% +$1K 0.02% 363
2024
Q2 		$229K Buy
1,624
+2
+0.1% +$298 0.02% 382
2024
Q1 		$258K Buy
+1,622
New +$188K 0.02% 379

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Clarius Group LLC's WSM Position: Q3 2025 in Review

Clarius Group LLC sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 2,089 shares — an estimated $341K sold.

Clarius Group LLC first reported a position in WSM in Q1 2024 and held it in 6 quarters. The position peaked at $341K in Q2 2025. 941 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Clarius Group LLC reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 2,089 Williams-Sonoma shares in Q3 2025, an estimated $341K.
  • Clarius Group LLC first reported a position in Williams-Sonoma in Q1 2024 and held it in 6 quarters.
  • Clarius Group LLC's Williams-Sonoma position peaked at $341K in Q2 2025.
  • 941 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.