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Stephens Consulting’s Williams-Sonoma WSM Stock Holding History

Stephens Consulting’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 		$358 Buy
+2
New +$375 ﹤0.01% 440
2025
Q3 		– Sell
-1
Closed -$164 – 1181
2025
Q2 		$164 Buy
+1
New +$157 ﹤0.01% 1047

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stephens Consulting's WSM Position: Q4 2025 in Review

Stephens Consulting opened a new position in Williams-Sonoma (WSM) in Q4 2025: 2 shares worth $358. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in WSM as recently as Q2 2025.

Stephens Consulting first reported a position in WSM in Q2 2025 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Stephens Consulting held 2 shares of Williams-Sonoma worth $358 as of Q4 2025.
  • Williams-Sonoma was a new Stephens Consulting position in Q4 2025.
  • Williams-Sonoma made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #440 holding.
  • Stephens Consulting first reported a position in Williams-Sonoma in Q2 2025 and has held it in 2 quarters since.
  • 944 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.