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Parkworth Wealth Management’s Williams-Sonoma WSM Stock Holding History

Parkworth Wealth Management’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 		$1.47K Buy
9
+5
+125% +$785 ﹤0.01% 320
2025
Q1 		$632 Hold
4
– – ﹤0.01% 360
2024
Q4 		$741 Buy
+4
New +$635 ﹤0.01% 337

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

Parkworth Wealth Management's WSM Position: Q2 2025 in Review

Parkworth Wealth Management increased its Williams-Sonoma (WSM) stake by 125% in Q2 2025, buying an estimated $785 and bringing the position to 9 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Parkworth Wealth Management first reported a position in WSM in Q4 2024 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Williams-Sonoma worth $1.47K as of Q2 2025.
  • Parkworth Wealth Management bought 5 Williams-Sonoma shares in Q2 2025, an estimated $785.
  • Williams-Sonoma made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #320 holding.
  • Parkworth Wealth Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.