Kovitz Investment Group Partners’s Williams-Sonoma WSM Stock Holding History

Kovitz Investment Group Partners’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	-16,521	Closed	-$3.23M	–	1344
2025 Q3	$3.23M	Buy	16,521 +356	+2%	+$68K	0.01%	543
2025 Q2	$2.64M	Buy	+16,165	New	+$2.54M	0.01%	572
2024 Q4	–	Sell	-18,927	Closed	-$2.87M	–	1260
2024 Q3	$2.87M	Buy	18,927 +871	+5%	+$125K	0.02%	432
2024 Q2	$2.55M	Buy	+18,056	New	+$2.69M	0.02%	388
2020 Q2	–	Sell	-95,644	Closed	-$2.03M	–	411
2020 Q1	$2.03M	Buy	95,644 +24	+0%	+$763	0.07%	174
2019 Q4	$3.51M	Sell	95,620 -388	-0.4%	-$13.5K	0.1%	140
2019 Q3	$3.26M	Buy	96,008 +2,802	+3%	+$92.7K	0.1%	148
2019 Q2	$3.03M	Sell	93,206 -2,634	-3%	-$75.6K	0.1%	157
2019 Q1	$2.7M	Buy	95,840 +2,136	+2%	+$58.9K	0.09%	163
2018 Q4	$2.36M	Buy	+93,704	New	+$2.68M	0.09%	135

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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's WSM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 16,521 shares — an estimated $3.23M sold.

Kovitz Investment Group Partners first reported a position in WSM in Q4 2018 and held it in 10 quarters. The position peaked at $3.51M in Q4 2019. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 16,521 Williams-Sonoma shares in Q4 2025, an estimated $3.23M.
Kovitz Investment Group Partners first reported a position in Williams-Sonoma in Q4 2018 and held it in 10 quarters.
Kovitz Investment Group Partners's Williams-Sonoma position peaked at $3.51M in Q4 2019.
947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.