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Van Hulzen Asset Management’s Williams-Sonoma WSM Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-216
Closed -$40K – 1128
2024
Q4 		$40K Buy
+216
New +$34.3K ﹤0.01% 550
2018
Q2 		– Sell
-18,880
Closed -$498K – 224
2018
Q1 		$498K Sell
18,880
-5,470
-22% -$145K 0.15% 111
2017
Q4 		$629K Buy
+24,350
New +$621K 0.19% 104

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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Van Hulzen Asset Management's WSM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Williams-Sonoma (WSM) in Q1 2025, closing a stake of 216 shares — an estimated $40K sold.

Van Hulzen Asset Management first reported a position in WSM in Q4 2017 and held it in 3 quarters. The position peaked at $629K in Q4 2017. 901 funds tracked by Wall St. Rank hold WSM as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Williams-Sonoma position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 216 Williams-Sonoma shares in Q1 2025, an estimated $40K.
  • Van Hulzen Asset Management first reported a position in Williams-Sonoma in Q4 2017 and held it in 3 quarters.
  • Van Hulzen Asset Management's Williams-Sonoma position peaked at $629K in Q4 2017.
  • 901 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.