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Sierra Summit Advisors’s Williams-Sonoma WSM Stock Holding History

Sierra Summit 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
Q2 		– Sell
-3,922
Closed -$620K – 220
2025
Q1 		$620K Buy
+3,922
New +$758K 0.13% 120

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

Sierra Summit Advisors's WSM Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 3,922 shares — an estimated $620K sold.

Sierra Summit Advisors first reported a position in WSM in Q1 2025 and held it in 1 quarter. The position peaked at $620K in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 3,922 Williams-Sonoma shares in Q2 2025, an estimated $620K.
  • Sierra Summit Advisors first reported a position in Williams-Sonoma in Q1 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Williams-Sonoma position peaked at $620K in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.