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Perpetual Ltd’s Williams-Sonoma WSM Stock Holding History

Perpetual Ltd’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
-1,536
Closed -$243K – 454
2025
Q1 		$243K Buy
+1,536
New +$297K ﹤0.01% 394

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

Perpetual Ltd's WSM Position: Q2 2025 in Review

Perpetual Ltd sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 1,536 shares — an estimated $243K sold.

Perpetual Ltd first reported a position in WSM in Q1 2025 and held it in 1 quarter. The position peaked at $243K in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Perpetual Ltd reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Perpetual Ltd sold 1,536 Williams-Sonoma shares in Q2 2025, an estimated $243K.
  • Perpetual Ltd first reported a position in Williams-Sonoma in Q1 2025 and held it in 1 quarter.
  • Perpetual Ltd's Williams-Sonoma position peaked at $243K in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Perpetual Ltd's 13F filing for Q2 2025, filed 11 Jul 2025.