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Kestra Investment Management’s Williams-Sonoma WSM Stock Holding History

Kestra Investment 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
-1,078
Closed -$211K – 472
2025
Q3 		$211K Sell
1,078
-4,835
-82% -$924K 0.01% 413
2025
Q2 		$961K Buy
5,913
+4,997
+546% +$785K 0.01% 290
2025
Q1 		$145K Sell
916
-2,268
-71% -$438K ﹤0.01% 396
2024
Q4 		$590K Sell
3,184
-194
-6% -$30.8K 0.02% 207
2024
Q3 		$523K Buy
+3,378
New +$485K 0.02% 208

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

Kestra Investment Management's WSM Position: Q4 2025 in Review

Kestra Investment Management sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,078 shares — an estimated $211K sold.

Kestra Investment Management first reported a position in WSM in Q3 2024 and held it in 5 quarters. The position peaked at $961K in Q2 2025. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Kestra Investment Management reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,078 Williams-Sonoma shares in Q4 2025, an estimated $211K.
  • Kestra Investment Management first reported a position in Williams-Sonoma in Q3 2024 and held it in 5 quarters.
  • Kestra Investment Management's Williams-Sonoma position peaked at $961K in Q2 2025.
  • 944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.