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Simon Quick Advisors’s Williams-Sonoma WSM Stock Holding History

Simon Quick 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
-2,098
Closed -$332K – 658
2025
Q1 		$332K Buy
2,098
+865
+70% +$167K 0.02% 412
2024
Q4 		$228K Buy
+1,233
New +$196K 0.01% 412
2022
Q2 		– Sell
-570
Closed -$41K – 400
2022
Q1 		$41K Buy
570
+4
+0.7% +$303 0.01% 229
2021
Q4 		$48K Sell
566
-264
-32% -$24.6K 0.01% 235
2021
Q3 		$73K Buy
830
+268
+48% +$22.7K 0.02% 201
2021
Q2 		$44K Buy
562
+2
+0.4% +$170 0.01% 270
2021
Q1 		$50K Buy
560
+2
+0.4% +$135 0.01% 251
2020
Q4 		$28K Buy
+558
New +$28.6K 0.01% 308
2018
Q4 		– Sell
-506
Closed -$17K – 376
2018
Q3 		$17K Sell
506
-494
-49% -$15.7K 0.01% 231
2018
Q2 		$30K Sell
1,000
-1,000
-50% -$26.8K 0.01% 225
2018
Q1 		$53K Buy
2,000
+1,000
+100% +$26.4K 0.02% 167
2017
Q4 		$26K Buy
+1,000
New +$25.5K 0.01% 284

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

Simon Quick Advisors's WSM Position: Q2 2025 in Review

Simon Quick Advisors sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2,098 shares — an estimated $332K sold.

Simon Quick Advisors first reported a position in WSM in Q4 2017 and held it in 12 quarters. The position peaked at $332K in Q1 2025. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Simon Quick Advisors reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,098 Williams-Sonoma shares in Q2 2025, an estimated $332K.
  • Simon Quick Advisors first reported a position in Williams-Sonoma in Q4 2017 and held it in 12 quarters.
  • Simon Quick Advisors's Williams-Sonoma position peaked at $332K in Q1 2025.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.