Golden State Wealth Management’s Oatly Group OTLY Stock Holding History

Golden State Wealth Management’s Portfolio OTLY Stock Details OTLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-50	Closed	-$594	–	1686
2025 Q2	$594	Hold	50	–	–	﹤0.01%	1487
2025 Q1	$492	Hold	50	–	–	﹤0.01%	1508
2024 Q4	$663	Buy	+50	New	+$737	﹤0.01%	1402
2022 Q1	–	Sell	-733	Closed	-$117K	–	345
2021 Q4	$117K	Sell	733 -550	-43%	-$122K	0.02%	357
2021 Q3	$388K	Sell	1,283 -230	-15%	-$83.3K	0.08%	196
2021 Q2	$740K	Buy	+1,513	New	+$752K	0.16%	119

Other funds holding OTLY

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

HCM

Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return

Golden State Wealth Management's OTLY Position: Q3 2025 in Review

Golden State Wealth Management sold out of Oatly Group (OTLY) in Q3 2025, closing a stake of 50 shares — an estimated $594 sold.

Golden State Wealth Management first reported a position in OTLY in Q2 2021 and held it in 6 quarters. The position peaked at $740K in Q2 2021. 68 funds tracked by Wall St. Rank hold OTLY as of Q3 2025.

Golden State Wealth Management reported no remaining Oatly Group position as of Q3 2025 after selling out during the quarter.
Golden State Wealth Management sold 50 Oatly Group shares in Q3 2025, an estimated $594.
Golden State Wealth Management first reported a position in Oatly Group in Q2 2021 and held it in 6 quarters.
Golden State Wealth Management's Oatly Group position peaked at $740K in Q2 2021.
68 funds tracked by Wall St. Rank held Oatly Group as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.