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Hillsdale Investment Management’s Williams-Sonoma WSM Stock Holding History

Hillsdale Investment Management’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
-4,500
Closed -$735K – 748
2025
Q2 		$735K Buy
+4,500
New +$706K 0.03% 355
2024
Q3 		– Sell
-3,800
Closed -$537K – 710
2024
Q2 		$537K Buy
+3,800
New +$566K 0.04% 323

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Hillsdale Investment Management's WSM Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 4,500 shares — an estimated $735K sold.

Hillsdale Investment Management first reported a position in WSM in Q2 2024 and held it in 2 quarters. The position peaked at $735K in Q2 2025. 941 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Hillsdale Investment Management reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 4,500 Williams-Sonoma shares in Q3 2025, an estimated $735K.
  • Hillsdale Investment Management first reported a position in Williams-Sonoma in Q2 2024 and held it in 2 quarters.
  • Hillsdale Investment Management's Williams-Sonoma position peaked at $735K in Q2 2025.
  • 941 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.