Providence Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Providence Wealth Advisors’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	–	Sell	-1,010	Closed	-$202K	–	90
2025 Q3	$202K	Hold	1,010	–	–	0.13%	80
2025 Q2	$202K	Buy	+1,010	New	+$159K	0.14%	80
2025 Q1	–	Sell	-1,010	Closed	-$201K	–	87
2024 Q4	$201K	Buy	+1,010	New	+$160K	0.15%	74

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Providence Wealth Advisors's WSM Position: Q4 2025 in Review

Providence Wealth Advisors sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,010 shares — an estimated $202K sold.

Providence Wealth Advisors first reported a position in WSM in Q4 2024 and held it in 3 quarters. The position peaked at $202K in Q2 2025. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Providence Wealth Advisors reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Providence Wealth Advisors sold 1,010 Williams-Sonoma shares in Q4 2025, an estimated $202K.
Providence Wealth Advisors first reported a position in Williams-Sonoma in Q4 2024 and held it in 3 quarters.
Providence Wealth Advisors's Williams-Sonoma position peaked at $202K in Q2 2025.
944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Providence Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.