Stance Capital’s Williams-Sonoma WSM Stock Holding History

Stance Capital’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	-6,823	Closed	-$1.33M	–	299
2025 Q3	$1.33M	Buy	+6,823	New	+$1.3M	0.49%	98
2025 Q1	–	Sell	-1	Closed	-$185	–	274
2024 Q4	$185	Buy	+1	New	+$159	﹤0.01%	259

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stance Capital's WSM Position: Q4 2025 in Review

Stance Capital sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 6,823 shares — an estimated $1.33M sold.

Stance Capital first reported a position in WSM in Q4 2024 and held it in 2 quarters. The position peaked at $1.33M in Q3 2025. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

Stance Capital reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
Stance Capital sold 6,823 Williams-Sonoma shares in Q4 2025, an estimated $1.33M.
Stance Capital first reported a position in Williams-Sonoma in Q4 2024 and held it in 2 quarters.
Stance Capital's Williams-Sonoma position peaked at $1.33M in Q3 2025.
947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Stance Capital's 13F filing for Q4 2025, filed 17 Mar 2026.