Heartwood Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Heartwood Wealth Advisors’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	-12	Closed	-$2.35K	–	604
2025 Q3	$2.35K	Buy	+12	New	+$2.29K	﹤0.01%	482

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 $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Heartwood Wealth Advisors's WSM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 12 shares — an estimated $2.35K sold.

Heartwood Wealth Advisors first reported a position in WSM in Q3 2025 and held it in 1 quarter. The position peaked at $2.35K in Q3 2025. 946 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 12 Williams-Sonoma shares in Q4 2025, an estimated $2.35K.
Heartwood Wealth Advisors first reported a position in Williams-Sonoma in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Williams-Sonoma position peaked at $2.35K in Q3 2025.
946 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.