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von Borstel & Associates’s Williams-Sonoma WSM Stock Holding History

von Borstel & Associates’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
-336
Closed -$53K – 143
2025
Q1 		$53K Buy
+336
New +$64.9K 0.02% 71

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
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
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

von Borstel & Associates's WSM Position: Q2 2025 in Review

von Borstel & Associates sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 336 shares — an estimated $53K sold.

von Borstel & Associates first reported a position in WSM in Q1 2025 and held it in 1 quarter. The position peaked at $53K in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

  • von Borstel & Associates reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 336 Williams-Sonoma shares in Q2 2025, an estimated $53K.
  • von Borstel & Associates first reported a position in Williams-Sonoma in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's Williams-Sonoma position peaked at $53K in Q1 2025.
  • 916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.