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

SOA 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
Q3 		– Sell
-211
Closed -$34.5K – 933
2025
Q2 		$34.5K Hold
211
– – 0.01% 423
2025
Q1 		$33.4K Buy
+211
New +$40.8K 0.01% 394

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
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

SOA Wealth Advisors's WSM Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 211 shares — an estimated $34.5K sold.

SOA Wealth Advisors first reported a position in WSM in Q1 2025 and held it in 2 quarters. The position peaked at $34.5K in Q2 2025. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 211 Williams-Sonoma shares in Q3 2025, an estimated $34.5K.
  • SOA Wealth Advisors first reported a position in Williams-Sonoma in Q1 2025 and held it in 2 quarters.
  • SOA Wealth Advisors's Williams-Sonoma position peaked at $34.5K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.