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GPS Wealth Strategies Group’s Williams-Sonoma WSM Stock Holding History

GPS Wealth Strategies Group’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
-69
Closed -$13.5K – 1593
2025
Q3 		$13.5K Hold
69
– – ﹤0.01% 1015
2025
Q2 		$11.3K Buy
69
+1
+1% +$157 ﹤0.01% 999
2025
Q1 		$10.8K Sell
68
-246
-78% -$47.5K ﹤0.01% 979
2024
Q4 		$58.1K Hold
314
– – 0.01% 550
2024
Q3 		$48.6K Sell
314
-50
-14% -$7.17K 0.01% 582
2024
Q2 		$51.5K Hold
364
– – 0.01% 531
2024
Q1 		$57.9K Sell
364
-10,844
-97% -$1.26M 0.01% 483
2023
Q4 		$1.13M Sell
11,208
-512
-4% -$44.3K 0.21% 89
2023
Q3 		$911K Sell
11,720
-22
-0.2% -$1.51K 0.17% 100
2023
Q2 		$735K Sell
11,742
-240
-2% -$14.3K 0.14% 118
2023
Q1 		$729K Buy
+11,982
New +$748K 0.15% 112
2022
Q4 		– Sell
-11,302
Closed -$666K – 1091
2022
Q3 		$666K Sell
11,302
-376
-3% -$26.7K 0.17% 101
2022
Q2 		$648K Buy
11,678
+2,788
+31% +$180K 0.17% 101
2022
Q1 		$644K Buy
8,890
+2
+0% +$151 0.15% 95
2021
Q4 		$752K Sell
8,888
-1,444
-14% -$135K 0.17% 83
2021
Q3 		$916K Buy
10,332
+30
+0.3% +$2.54K 0.23% 70
2021
Q2 		$822K Buy
10,302
+56
+0.5% +$4.76K 0.21% 75
2021
Q1 		$918K Buy
10,246
+44
+0.4% +$2.97K 0.27% 60
2020
Q4 		$519K Sell
10,202
-1,948
-16% -$99.8K 0.18% 81
2020
Q3 		$549K Buy
+12,150
New +$540K 0.22% 72

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GPS Wealth Strategies Group's WSM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 69 shares — an estimated $13.5K sold.

GPS Wealth Strategies Group first reported a position in WSM in Q3 2020 and held it in 20 quarters. The position peaked at $1.13M in Q4 2023. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 69 Williams-Sonoma shares in Q4 2025, an estimated $13.5K.
  • GPS Wealth Strategies Group first reported a position in Williams-Sonoma in Q3 2020 and held it in 20 quarters.
  • GPS Wealth Strategies Group's Williams-Sonoma position peaked at $1.13M in Q4 2023.
  • 947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.