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Trust Point Inc’s Williams-Sonoma WSM Stock Holding History

Trust Point Inc’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
-1,698
Closed -$268K – 469
2025
Q1 		$268K Sell
1,698
-2,271
-57% -$439K 0.02% 369
2024
Q4 		$735K Buy
3,969
+1,262
+47% +$200K 0.05% 212
2024
Q3 		$419K Buy
2,707
+203
+8% +$29.1K 0.03% 315
2024
Q2 		$354K Sell
2,504
-230
-8% -$34.3K 0.03% 338
2024
Q1 		$434K Buy
2,734
+16
+0.6% +$1.86K 0.03% 317
2023
Q4 		$274K Buy
+2,718
New +$235K 0.02% 411

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 $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Trust Point Inc's WSM Position: Q2 2025 in Review

Trust Point Inc sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 1,698 shares — an estimated $268K sold.

Trust Point Inc first reported a position in WSM in Q4 2023 and held it in 6 quarters. The position peaked at $735K in Q4 2024. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • Trust Point Inc reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • Trust Point Inc sold 1,698 Williams-Sonoma shares in Q2 2025, an estimated $268K.
  • Trust Point Inc first reported a position in Williams-Sonoma in Q4 2023 and held it in 6 quarters.
  • Trust Point Inc's Williams-Sonoma position peaked at $735K in Q4 2024.
  • 917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Trust Point Inc's 13F filing for Q2 2025, filed 10 Jul 2025.