GSWM
OS

Golden State Wealth Management’s OneStream Inc OS Stock Holding History

Golden State Wealth Management’s Portfolio OS Stock Details OS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13
Closed -$277 – 1675
2025
Q1 		$277 Hold
13
– – ﹤0.01% 1542
2024
Q4 		$371 Buy
+13
New +$399 ﹤0.01% 1446

Other funds holding OS

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Vanguard Group
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Golden State Wealth Management's OS Position: Q2 2025 in Review

Golden State Wealth Management sold out of OneStream Inc (OS) in Q2 2025, closing a stake of 13 shares — an estimated $277 sold.

Golden State Wealth Management first reported a position in OS in Q4 2024 and held it in 2 quarters. The position peaked at $371 in Q4 2024. 186 funds tracked by Wall St. Rank hold OS as of Q2 2025.

  • Golden State Wealth Management reported no remaining OneStream Inc position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 13 OneStream Inc shares in Q2 2025, an estimated $277.
  • Golden State Wealth Management first reported a position in OneStream Inc in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's OneStream Inc position peaked at $371 in Q4 2024.
  • 186 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.