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Golden State Wealth Management’s Warby Parker WRBY Stock Holding History

Golden State Wealth Management’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.9K Buy
+589
New +$14.6K ﹤0.01% 973
2026
Q1 		– Sell
-100
Closed -$2.18K – 1740
2025
Q4 		$2.18K Hold
100
– – ﹤0.01% 1376
2025
Q3 		$2.76K Buy
+100
New +$2.53K ﹤0.01% 1344

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Golden State Wealth Management's WRBY Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Warby Parker (WRBY) in Q2 2026: 589 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in WRBY as recently as Q4 2025.

Golden State Wealth Management first reported a position in WRBY in Q3 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • Golden State Wealth Management held 589 shares of Warby Parker worth $17.9K as of Q2 2026.
  • Warby Parker was a new Golden State Wealth Management position in Q2 2026.
  • Warby Parker made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #973 holding.
  • Golden State Wealth Management first reported a position in Warby Parker in Q3 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.