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 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 $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Itau Unibanco Holding S.A.'s WSM Position: Q4 2025 in Review

Itau Unibanco Holding S.A. sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 55 shares — an estimated $10.8K sold.

Itau Unibanco Holding S.A. first reported a position in WSM in Q2 2018 and held it in 9 quarters. The position peaked at $146K in Q3 2018. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Itau Unibanco Holding S.A. reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 55 Williams-Sonoma shares in Q4 2025, an estimated $10.8K.
Itau Unibanco Holding S.A. first reported a position in Williams-Sonoma in Q2 2018 and held it in 9 quarters.
Itau Unibanco Holding S.A.'s Williams-Sonoma position peaked at $146K in Q3 2018.
947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2025, filed 13 Feb 2026.