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Jupiter Asset Management’s Williams-Sonoma WSM Stock Holding History

Jupiter Asset 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
Q4 		– Sell
-162,531
Closed -$31.8M – 500
2025
Q3 		$31.8M Sell
162,531
-192,076
-54% -$36.7M 0.27% 105
2025
Q2 		$57.9M Buy
354,607
+253,968
+252% +$39.9M 0.48% 66
2025
Q1 		$15.9M Sell
100,639
-57,316
-36% -$11.1M 0.15% 184
2024
Q4 		$29.3M Sell
157,955
-159,904
-50% -$25.4M 0.29% 119
2024
Q3 		$49.2M Sell
317,859
-152,757
-32% -$21.9M 0.43% 79
2024
Q2 		$66.4M Buy
470,616
+268,370
+133% +$40M 0.63% 39
2024
Q1 		$32.1M Buy
202,246
+196,532
+3,439% +$22.8M 0.31% 106
2023
Q4 		$576K Buy
+5,714
New +$495K 0.01% 411
2023
Q3 		– Sell
-41,660
Closed -$2.61M – 600
2023
Q2 		$2.61M Sell
41,660
-116,618
-74% -$6.95M 0.03% 343
2023
Q1 		$9.63M Sell
158,278
-332,232
-68% -$20.7M 0.13% 180
2022
Q4 		$28.2M Buy
490,510
+149,088
+44% +$8.95M 0.41% 72
2022
Q3 		$20.1M Buy
+341,422
New +$24.2M 0.31% 89
2022
Q1 		– Sell
-160,876
Closed -$13.6M – 625
2021
Q4 		$13.6M Sell
160,876
-49,100
-23% -$4.57M 0.15% 178
2021
Q3 		$18.6M Buy
209,976
+94,686
+82% +$8.01M 0.21% 138
2021
Q2 		$9.2M Buy
+115,290
New +$9.81M 0.09% 214

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

Jupiter Asset Management's WSM Position: Q4 2025 in Review

Jupiter Asset Management sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 162,531 shares — an estimated $31.8M sold.

Jupiter Asset Management first reported a position in WSM in Q2 2021 and held it in 15 quarters. The position peaked at $66.4M in Q2 2024. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Jupiter Asset Management reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 162,531 Williams-Sonoma shares in Q4 2025, an estimated $31.8M.
  • Jupiter Asset Management first reported a position in Williams-Sonoma in Q2 2021 and held it in 15 quarters.
  • Jupiter Asset Management's Williams-Sonoma position peaked at $66.4M in Q2 2024.
  • 944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.