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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 $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

One Wealth Advisors's WSM Position: Q2 2025 in Review

One Wealth Advisors sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 1,401 shares — an estimated $221K sold.

One Wealth Advisors first reported a position in WSM in Q2 2021 and held it in 9 quarters. The position peaked at $504K in Q4 2024. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • One Wealth Advisors reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • One Wealth Advisors sold 1,401 Williams-Sonoma shares in Q2 2025, an estimated $221K.
  • One Wealth Advisors first reported a position in Williams-Sonoma in Q2 2021 and held it in 9 quarters.
  • One Wealth Advisors's Williams-Sonoma position peaked at $504K in Q4 2024.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.