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Private Client Services’s Williams-Sonoma WSM Stock Holding History

Private Client Services’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
-2,153
Closed -$340K – 228
2025
Q1 		$340K Sell
2,153
-739
-26% -$143K 0.17% 120
2024
Q4 		$536K Sell
2,892
-2,753
-49% -$437K 0.29% 77
2024
Q3 		$875K Buy
5,645
+3,819
+209% +$548K 0.47% 58
2024
Q2 		$258K Buy
+1,826
New +$272K 0.16% 113

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

Private Client Services's WSM Position: Q2 2025 in Review

Private Client Services sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2,153 shares — an estimated $340K sold.

Private Client Services first reported a position in WSM in Q2 2024 and held it in 4 quarters. The position peaked at $875K in Q3 2024. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Private Client Services reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Private Client Services sold 2,153 Williams-Sonoma shares in Q2 2025, an estimated $340K.
  • Private Client Services first reported a position in Williams-Sonoma in Q2 2024 and held it in 4 quarters.
  • Private Client Services's Williams-Sonoma position peaked at $875K in Q3 2024.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.