J. Safra Sarasin Holding
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J. Safra Sarasin Holding’s Williams-Sonoma WSM Stock Holding History

J. Safra Sarasin Holding’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
-9,886
Closed -$1.93M – 560
2025
Q3 		$1.93M Sell
9,886
-1,555
-14% -$297K 0.03% 218
2025
Q2 		$1.87M Sell
11,441
-7,807
-41% -$1.23M 0.03% 234
2025
Q1 		$3.04M Sell
19,248
-7,607
-28% -$1.47M 0.06% 167
2024
Q4 		$4.97M Sell
26,855
-598
-2% -$94.9K 0.08% 140
2024
Q3 		$4.25M Buy
27,453
+1,533
+6% +$220K 0.07% 141
2024
Q2 		$3.66M Buy
+25,920
New +$3.86M 0.07% 155

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
Blackhill Capital
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

J. Safra Sarasin Holding's WSM Position: Q4 2025 in Review

J. Safra Sarasin Holding sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 9,886 shares — an estimated $1.93M sold.

J. Safra Sarasin Holding first reported a position in WSM in Q2 2024 and held it in 6 quarters. The position peaked at $4.97M in Q4 2024. 948 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • J. Safra Sarasin Holding reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 9,886 Williams-Sonoma shares in Q4 2025, an estimated $1.93M.
  • J. Safra Sarasin Holding first reported a position in Williams-Sonoma in Q2 2024 and held it in 6 quarters.
  • J. Safra Sarasin Holding's Williams-Sonoma position peaked at $4.97M in Q4 2024.
  • 948 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2025, filed 15 Jan 2026.