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Showing 5 of 9 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in WILLIAMS SONOMA INC

No. Envestnet Portfolio Solutions exited its WSM (Williams Sonoma) position in Q3 2025. Its Q2 2025 13F listed 9,240 shares worth $1.5M. Envestnet Portfolio Solutions already held WSM in its Q3 2023 13F, the earliest on record, and held it in 8 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$660,165

Total Shares Change

-4,261

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q3
Latest
Exited
0
-100.0%
$00.0%$192.15
0
2025-Q2
Increased
9,240
+272.3%
$1.5M0.0%$159.99
41
2025-Q1
Decreased
2,482
-45.0%
$392,3790.0%$154.09
0
2024-Q4
Increased
4,516
+6.0%
$836,2700.0%$179.97
26
2024-Q3
Increased
4,261
+87.7%
$660,1650.0%$149.95
38

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