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ORG Wealth Partners’s Williams-Sonoma WSM Stock Holding History

ORG Wealth 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
Q1 		– Sell
-194
Closed -$35.9K – 815
2024
Q4 		$35.9K Sell
194
-26
-12% -$4.13K 0.01% 274
2024
Q3 		$34.1K Buy
+220
New +$31.6K 0.01% 275

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ORG Wealth Partners's WSM Position: Q1 2025 in Review

ORG Wealth Partners sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 194 shares — an estimated $35.9K sold.

ORG Wealth Partners first reported a position in WSM in Q3 2024 and held it in 2 quarters. The position peaked at $35.9K in Q4 2024. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • ORG Wealth Partners reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 194 Williams-Sonoma shares in Q1 2025, an estimated $35.9K.
  • ORG Wealth Partners first reported a position in Williams-Sonoma in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's Williams-Sonoma position peaked at $35.9K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.