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Itau Unibanco Holding S.A.’s Williams-Sonoma WSM Stock Holding History

Itau Unibanco Holding S.A.’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
-55
Closed -$10.8K – 478
2025
Q3 		$10.8K Sell
55
-2
-4% -$382 ﹤0.01% 346
2025
Q2 		$9.31K Sell
57
-8
-12% -$1.26K ﹤0.01% 346
2025
Q1 		$10K Sell
65
-8
-11% -$1.55K ﹤0.01% 365
2024
Q4 		$13.5K Buy
73
+47
+181% +$7.46K ﹤0.01% 337
2024
Q3 		$4.03K Buy
+26
New +$3.73K ﹤0.01% 320
2019
Q2 		– Sell
-4,884
Closed -$122K – 833
2019
Q1 		$122K Hold
4,884
– – 0.01% 315
2018
Q4 		$122K Buy
4,884
+428
+10% +$12.2K 0.01% 315
2018
Q3 		$146K Buy
4,456
+1,164
+35% +$36.9K 0.01% 378
2018
Q2 		$101K Buy
+3,292
New +$88.1K 0.01% 536

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM