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Creative Financial Designs’s Williams-Sonoma WSM Stock Holding History

Creative Financial Designs’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
Closed -$158 – 2177
2025
Q1 		$158 Buy
+1
New +$193 ﹤0.01% 2001
2020
Q1 		– Sell
-158
Closed -$6K – 607
2019
Q4 		$6K Hold
158
– – ﹤0.01% 456
2019
Q3 		$5K Buy
158
+2
+1% +$66 ﹤0.01% 482
2019
Q2 		$5K Buy
156
+2
+1% +$57 ﹤0.01% 470
2019
Q1 		$4K Hold
154
– – ﹤0.01% 471
2018
Q4 		$4K Buy
154
+2
+1% +$57 ﹤0.01% 464
2018
Q3 		$5K Hold
152
– – ﹤0.01% 543
2018
Q2 		$5K Buy
152
+2
+1% +$54 ﹤0.01% 561
2018
Q1 		$4K Buy
+150
New +$3.97K ﹤0.01% 537

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
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

Creative Financial Designs's WSM Position: Q2 2025 in Review

Creative Financial Designs sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 1 share — an estimated $158 sold.

Creative Financial Designs first reported a position in WSM in Q1 2018 and held it in 9 quarters. The position peaked at $6K in Q4 2019. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Creative Financial Designs reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1 Williams-Sonoma share in Q2 2025, an estimated $158.
  • Creative Financial Designs first reported a position in Williams-Sonoma in Q1 2018 and held it in 9 quarters.
  • Creative Financial Designs's Williams-Sonoma position peaked at $6K in Q4 2019.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.