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Glenview Trust’s Williams-Sonoma WSM Stock Holding History

Glenview Trust’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
Q1 		– Sell
-1,530
Closed -$283K – 497
2024
Q4 		$283K Sell
1,530
-254
-14% -$40.3K 0.01% 423
2024
Q3 		$276K Sell
1,784
-510
-22% -$73.2K 0.01% 424
2024
Q2 		$324K Sell
2,294
-78
-3% -$11.6K 0.01% 395
2024
Q1 		$377K Buy
2,372
+32
+1% +$3.71K 0.01% 380
2023
Q4 		$236K Sell
2,340
-802
-26% -$69.4K 0.01% 438
2023
Q3 		$244K Sell
3,142
-840
-21% -$57.9K 0.01% 407
2023
Q2 		$249K Buy
3,982
+318
+9% +$19K 0.01% 414
2023
Q1 		$223K Sell
3,664
-1,820
-33% -$114K 0.01% 419
2022
Q4 		$315K Buy
5,484
+2,082
+61% +$125K 0.01% 355
2022
Q3 		$200K Buy
+3,402
New +$241K 0.01% 399
2022
Q2 		– Sell
-3,202
Closed -$232K – 426
2022
Q1 		$232K Buy
3,202
+720
+29% +$54.5K 0.01% 393
2021
Q4 		$210K Buy
+2,482
New +$231K 0.01% 403

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glenview Trust's WSM Position: Q1 2025 in Review

Glenview Trust sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 1,530 shares — an estimated $283K sold.

Glenview Trust first reported a position in WSM in Q4 2021 and held it in 12 quarters. The position peaked at $377K in Q1 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Glenview Trust reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • Glenview Trust sold 1,530 Williams-Sonoma shares in Q1 2025, an estimated $283K.
  • Glenview Trust first reported a position in Williams-Sonoma in Q4 2021 and held it in 12 quarters.
  • Glenview Trust's Williams-Sonoma position peaked at $377K in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Glenview Trust's 13F filing for Q1 2025, filed 15 May 2025.