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ORG Partners’s Williams-Sonoma WSM Stock Holding History

ORG 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 		$84.2K Buy
470
+15
+3% +$2.81K 0.01% 485
2025
Q3 		$89.2K Buy
455
+156
+52% +$29.8K 0.02% 489
2025
Q2 		$50.6K Buy
299
+9
+3% +$1.41K 0.01% 534
2025
Q1 		$46.1K Buy
290
+40
+16% +$7.73K 0.01% 505
2024
Q4 		$46.3K Buy
+250
New +$39.7K 0.01% 568
2024
Q3 		– Sell
-220
Closed -$30.5K – 1391
2024
Q2 		$30.5K Sell
220
-64
-23% -$9.54K ﹤0.01% 965
2024
Q1 		$44.7K Buy
+284
New +$33K 0.09% 144

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

ORG Partners's WSM Position: Q4 2025 in Review

ORG Partners increased its Williams-Sonoma (WSM) stake by 3.3% in Q4 2025, buying an estimated $2.81K and bringing the position to 470 shares worth $84.2K. The position accounts for 0.01% of the portfolio, ranked #485.

ORG Partners first reported a position in WSM in Q1 2024 and has held it in 7 quarters since. The position peaked at $89.2K in Q3 2025. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • ORG Partners held 470 shares of Williams-Sonoma worth $84.2K as of Q4 2025.
  • ORG Partners bought 15 Williams-Sonoma shares in Q4 2025, an estimated $2.81K.
  • Williams-Sonoma made up 0.01% of ORG Partners's portfolio in Q4 2025, its #485 holding.
  • ORG Partners first reported a position in Williams-Sonoma in Q1 2024 and has held it in 7 quarters since.
  • ORG Partners's Williams-Sonoma position peaked at $89.2K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.