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One Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

One Wealth Advisors’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
-1,401
Closed -$221K – 302
2025
Q1 		$221K Sell
1,401
-1,320
-49% -$255K 0.03% 262
2024
Q4 		$504K Buy
2,721
+14
+0.5% +$2.22K 0.07% 118
2024
Q3 		$419K Sell
2,707
-2,713
-50% -$389K 0.06% 154
2024
Q2 		$384K Buy
5,420
+3,982
+277% +$593K 0.08% 134
2024
Q1 		$228K Buy
+1,438
New +$167K 0.04% 221
2022
Q2 		– Sell
-4,172
Closed -$302K – 218
2022
Q1 		$302K Hold
4,172
– – 0.07% 149
2021
Q4 		$353K Sell
4,172
-16
-0.4% -$1.49K 0.09% 116
2021
Q3 		$371K Buy
4,188
+1,308
+45% +$111K 0.11% 119
2021
Q2 		$230K Buy
+2,880
New +$245K 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 $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