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Kaizen Financial Strategies’s Williams-Sonoma WSM Stock Holding History

Kaizen Financial Strategies’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
Q2 		– Sell
-2,080
Closed -$329K – 159
2025
Q1 		$329K Buy
+2,080
New +$402K 0.19% 96
2024
Q3 		– Sell
-5,380
Closed -$401K – 149
2024
Q2 		$401K Buy
5,380
+2,290
+74% +$341K 0.25% 67
2024
Q1 		$491K Buy
+3,090
New +$359K 0.33% 56

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Financial Strategies's WSM Position: Q2 2025 in Review

Kaizen Financial Strategies sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2,080 shares — an estimated $329K sold.

Kaizen Financial Strategies first reported a position in WSM in Q1 2024 and held it in 3 quarters. The position peaked at $491K in Q1 2024. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Kaizen Financial Strategies reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,080 Williams-Sonoma shares in Q2 2025, an estimated $329K.
  • Kaizen Financial Strategies first reported a position in Williams-Sonoma in Q1 2024 and held it in 3 quarters.
  • Kaizen Financial Strategies's Williams-Sonoma position peaked at $491K in Q1 2024.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Kaizen Financial Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.