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Global Financial Private Client’s Williams-Sonoma WSM Stock Holding History

Global Financial Private Client’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
-12
Closed -$1.9K – 1612
2025
Q1 		$1.9K Buy
12
+7
+140% +$1.35K ﹤0.01% 879
2024
Q4 		$926 Buy
+5
New +$793 ﹤0.01% 795

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
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

Global Financial Private Client's WSM Position: Q2 2025 in Review

Global Financial Private Client sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 12 shares — an estimated $1.9K sold.

Global Financial Private Client first reported a position in WSM in Q4 2024 and held it in 2 quarters. The position peaked at $1.9K in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Global Financial Private Client reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 12 Williams-Sonoma shares in Q2 2025, an estimated $1.9K.
  • Global Financial Private Client first reported a position in Williams-Sonoma in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Williams-Sonoma position peaked at $1.9K in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.