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Thrive Capital Management (Pennsylvania)’s Williams-Sonoma WSM Stock Holding History

Thrive Capital Management (Pennsylvania)’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
-12,070
Closed -$2.36M – 186
2025
Q3 		$2.36M Buy
12,070
+184
+2% +$35.2K 0.61% 68
2025
Q2 		$1.94M Buy
11,886
+8,831
+289% +$1.39M 0.61% 70
2025
Q1 		$483K Buy
+3,055
New +$590K 0.29% 82
2024
Q4 		– Sell
-3,702
Closed -$574K – 177
2024
Q3 		$574K Buy
3,702
+70
+2% +$10K 0.27% 108
2024
Q2 		$513K Buy
3,632
+1,678
+86% +$250K 0.23% 118
2024
Q1 		$310K Buy
+1,954
New +$227K 0.17% 77

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 $47.8B 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 $3.37T AUM 44.26% 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

Thrive Capital Management (Pennsylvania)'s WSM Position: Q4 2025 in Review

Thrive Capital Management (Pennsylvania) sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 12,070 shares — an estimated $2.36M sold.

Thrive Capital Management (Pennsylvania) first reported a position in WSM in Q1 2024 and held it in 6 quarters. The position peaked at $2.36M in Q3 2025. 946 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Thrive Capital Management (Pennsylvania) reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 12,070 Williams-Sonoma shares in Q4 2025, an estimated $2.36M.
  • Thrive Capital Management (Pennsylvania) first reported a position in Williams-Sonoma in Q1 2024 and held it in 6 quarters.
  • Thrive Capital Management (Pennsylvania)'s Williams-Sonoma position peaked at $2.36M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2025, filed 9 Feb 2026.