USAA
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United Services Automobile Association’s Williams-Sonoma WSM Stock Holding History

United Services Automobile Association’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
-2,732
Closed -$434K – 1031
2025
Q1 		$434K Buy
+2,732
New +$528K 0.01% 617
2019
Q3 		– Sell
-40,898
Closed -$1.33M – 1750
2019
Q2 		$1.33M Hold
40,898
– – ﹤0.01% 1216
2019
Q1 		$1.15M Hold
40,898
– – ﹤0.01% 1251
2018
Q4 		$1.03M Hold
40,898
– – ﹤0.01% 1247
2018
Q3 		$1.34M Sell
40,898
-2,700
-6% -$85.6K ﹤0.01% 1240
2018
Q2 		$1.34M Buy
43,598
+1,424
+3% +$38.1K ﹤0.01% 1259
2018
Q1 		$1.11M Buy
+42,174
New +$1.12M ﹤0.01% 1322

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BC
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LGP
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return