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FORA Capital’s Williams-Sonoma WSM Stock Holding History

FORA Capital’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
Q4 		– Sell
-1,271
Closed -$248K – 676
2025
Q3 		$248K Sell
1,271
-5,937
-82% -$1.13M 0.04% 406
2025
Q2 		$1.18M Sell
7,208
-11,405
-61% -$1.79M 0.13% 193
2025
Q1 		$2.94M Buy
+18,613
New +$3.6M 0.3% 113
2024
Q3 		– Sell
-8,596
Closed -$1.21M – 599
2024
Q2 		$1.21M Buy
+8,596
New +$1.28M 0.15% 192
2023
Q2 		– Sell
-6,910
Closed -$420K – 642
2023
Q1 		$420K Buy
+6,910
New +$431K 0.04% 382
2022
Q3 		– Sell
-4,738
Closed -$263K – 603
2022
Q2 		$263K Buy
+4,738
New +$306K 0.05% 356
2020
Q4 		– Sell
-1,940
Closed -$88K – 1162
2020
Q3 		$88K Buy
+1,940
New +$86.2K 0.06% 324
2020
Q1 		– Sell
-13,812
Closed -$507K – 1386
2019
Q4 		$507K Buy
+13,812
New +$480K 0.05% 392

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FORA Capital's WSM Position: Q4 2025 in Review

FORA Capital sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,271 shares — an estimated $248K sold.

FORA Capital first reported a position in WSM in Q4 2019 and held it in 8 quarters. The position peaked at $2.94M in Q1 2025. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • FORA Capital reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 1,271 Williams-Sonoma shares in Q4 2025, an estimated $248K.
  • FORA Capital first reported a position in Williams-Sonoma in Q4 2019 and held it in 8 quarters.
  • FORA Capital's Williams-Sonoma position peaked at $2.94M in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.