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

Dogwood 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
-2
Closed -$316 – 739
2025
Q1 		$316 Buy
+2
New +$386 ﹤0.01% 490

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Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Dogwood Wealth Management sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2 shares — an estimated $316 sold.

Dogwood Wealth Management first reported a position in WSM in Q1 2025 and held it in 1 quarter. The position peaked at $316 in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Dogwood Wealth Management reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 Williams-Sonoma shares in Q2 2025, an estimated $316.
  • Dogwood Wealth Management first reported a position in Williams-Sonoma in Q1 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Williams-Sonoma position peaked at $316 in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.