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Congress Wealth Management’s Williams-Sonoma WSM Stock Holding History

Congress 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
-1,368
Closed -$217K – 1221
2025
Q1 		$217K Sell
1,368
-20,536
-94% -$3.97M ﹤0.01% 1019
2024
Q4 		$4.06M Sell
21,904
-2,156
-9% -$342K 0.06% 311
2024
Q3 		$3.73M Buy
24,060
+740
+3% +$106K 0.05% 335
2024
Q2 		$3.29M Sell
23,320
-6,708
-22% -$1,000K 0.05% 294
2024
Q1 		$4.77M Buy
30,028
+1,200
+4% +$139K 0.08% 233
2023
Q4 		$2.91M Buy
28,828
+498
+2% +$43.1K 0.05% 276
2023
Q3 		$2.2M Sell
28,330
-9,372
-25% -$645K 0.05% 291
2023
Q2 		$2.36M Sell
37,702
-185,334
-83% -$11M 0.05% 242
2023
Q1 		$13.6M Buy
223,036
+8,214
+4% +$513K 0.33% 70
2022
Q4 		$12.3M Sell
214,822
-3,336
-2% -$200K 0.32% 82
2022
Q3 		$12.9M Sell
218,158
-1,320
-0.6% -$93.7K 0.35% 67
2022
Q2 		$12.2M Sell
219,478
-1,414
-0.6% -$91.5K 0.31% 79
2022
Q1 		$16M Buy
220,892
+5,644
+3% +$427K 0.35% 64
2021
Q4 		$18.2M Buy
+215,248
New +$20.1M 0.36% 70

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's WSM Position: Q2 2025 in Review

Congress Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 1,368 shares — an estimated $217K sold.

Congress Wealth Management first reported a position in WSM in Q4 2021 and held it in 14 quarters. The position peaked at $18.2M in Q4 2021. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Congress Wealth Management reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,368 Williams-Sonoma shares in Q2 2025, an estimated $217K.
  • Congress Wealth Management first reported a position in Williams-Sonoma in Q4 2021 and held it in 14 quarters.
  • Congress Wealth Management's Williams-Sonoma position peaked at $18.2M in Q4 2021.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.