Garde Capital’s Williams-Sonoma WSM Stock Holding History

Garde 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 Q3	–	Sell	-20	Closed	-$3.27K	–	818
2025 Q2	$3.27K	Hold	20	–	–	﹤0.01%	594
2025 Q1	$3.16K	Buy	+20	New	+$3.87K	﹤0.01%	575

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Garde Capital's WSM Position: Q3 2025 in Review

Garde Capital sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 20 shares — an estimated $3.27K sold.

Garde Capital first reported a position in WSM in Q1 2025 and held it in 2 quarters. The position peaked at $3.27K in Q2 2025. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

Garde Capital reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 20 Williams-Sonoma shares in Q3 2025, an estimated $3.27K.
Garde Capital first reported a position in Williams-Sonoma in Q1 2025 and held it in 2 quarters.
Garde Capital's Williams-Sonoma position peaked at $3.27K in Q2 2025.
942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.