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Snowden Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Snowden Capital 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
-2,081
Closed -$329K – 1275
2025
Q1 		$329K Buy
2,081
+755
+57% +$146K 0.01% 933
2024
Q4 		$246K Buy
+1,326
New +$210K 0.01% 1079
2024
Q2 		– Sell
-1,288
Closed -$204K – 1241
2024
Q1 		$204K Buy
+1,288
New +$150K 0.01% 1124
2022
Q1 		– Sell
-400
Closed -$33K – 2066
2021
Q4 		$33K Buy
+400
New +$37.3K ﹤0.01% 1151

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

Snowden Capital Advisors's WSM Position: Q2 2025 in Review

Snowden Capital Advisors sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2,081 shares — an estimated $329K sold.

Snowden Capital Advisors first reported a position in WSM in Q4 2021 and held it in 4 quarters. The position peaked at $329K in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Snowden Capital Advisors reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Snowden Capital Advisors sold 2,081 Williams-Sonoma shares in Q2 2025, an estimated $329K.
  • Snowden Capital Advisors first reported a position in Williams-Sonoma in Q4 2021 and held it in 4 quarters.
  • Snowden Capital Advisors's Williams-Sonoma position peaked at $329K in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Snowden Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.