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Savvy Advisors Inc’s Williams-Sonoma WSM Stock Holding History

Savvy Advisors Inc’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
-1,379
Closed -$270K – 1086
2025
Q3 		$270K Sell
1,379
-55
-4% -$10.5K 0.01% 663
2025
Q2 		$234K Sell
1,434
-32
-2% -$5.02K 0.02% 548
2025
Q1 		$232K Buy
1,466
+51
+4% +$9.86K 0.02% 449
2024
Q4 		$262K Buy
1,415
+8
+0.6% +$1.27K 0.03% 368
2024
Q3 		$218K Buy
+1,407
New +$202K 0.04% 320

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Savvy Advisors Inc's WSM Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 1,379 shares — an estimated $270K sold.

Savvy Advisors Inc first reported a position in WSM in Q3 2024 and held it in 5 quarters. The position peaked at $270K in Q3 2025. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Savvy Advisors Inc reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 1,379 Williams-Sonoma shares in Q4 2025, an estimated $270K.
  • Savvy Advisors Inc first reported a position in Williams-Sonoma in Q3 2024 and held it in 5 quarters.
  • Savvy Advisors Inc's Williams-Sonoma position peaked at $270K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.