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Golden State Wealth Management’s Xperi XPER Stock Holding History

Golden State Wealth Management’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$11 – 1711
2026
Q1 		$11 Hold
2
– – ﹤0.01% 1597
2025
Q4 		$12 Hold
2
– – ﹤0.01% 1670
2025
Q3 		$13 Hold
2
– – ﹤0.01% 1656
2025
Q2 		$16 Hold
2
– – ﹤0.01% 1563
2025
Q1 		$15 Hold
2
– – ﹤0.01% 1584
2024
Q4 		$21 Buy
+2
New +$19 ﹤0.01% 1504

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Golden State Wealth Management sold out of Xperi (XPER) in Q2 2026, closing a stake of 2 shares — an estimated $11 sold.

Golden State Wealth Management first reported a position in XPER in Q4 2024 and held it in 6 quarters. The position peaked at $21 in Q4 2024. 154 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Golden State Wealth Management reported no remaining Xperi position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 2 Xperi shares in Q2 2026, an estimated $11.
  • Golden State Wealth Management first reported a position in Xperi in Q4 2024 and held it in 6 quarters.
  • Golden State Wealth Management's Xperi position peaked at $21 in Q4 2024.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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