Capital World Investors’s OneWater Marine ONEW Stock Holding History

Capital World Investors’s Portfolio ONEW Stock Details ONEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-229,256	Closed	-$2.48M	–	655
2025 Q4	$2.48M	Sell	229,256 -525,549	-70%	-$7.01M	﹤0.01%	534
2025 Q3	$12M	Hold	754,805	–	–	﹤0.01%	497
2025 Q2	$10.1M	Hold	754,805	–	–	﹤0.01%	502
2025 Q1	$12.2M	Hold	754,805	–	–	﹤0.01%	480
2024 Q4	$13.1M	Hold	754,805	–	–	﹤0.01%	470
2024 Q3	$18M	Hold	754,805	–	–	﹤0.01%	454
2024 Q2	$20.8M	Hold	754,805	–	–	﹤0.01%	445
2024 Q1	$21.2M	Hold	754,805	–	–	﹤0.01%	451
2023 Q4	$25.5M	Hold	754,805	–	–	﹤0.01%	426
2023 Q3	$19.3M	Buy	754,805 +34,727	+5%	+$1.04M	﹤0.01%	439
2023 Q2	$26.1M	Buy	720,078 +215,474	+43%	+$6.36M	0.01%	416
2023 Q1	$14.1M	Hold	504,604	–	–	﹤0.01%	457
2022 Q4	$14.4M	Hold	504,604	–	–	﹤0.01%	472
2022 Q3	$15.2M	Hold	504,604	–	–	﹤0.01%	473
2022 Q2	$16.7M	Hold	504,604	–	–	﹤0.01%	470
2022 Q1	$17.4M	Sell	504,604 -128,542	-20%	-$6.19M	﹤0.01%	500
2021 Q4	$38.6M	Buy	633,146 +598,505	+1,728%	+$29.3M	0.01%	469
2021 Q3	$1.39M	Buy	+34,641	New	+$1.45M	﹤0.01%	596

Other funds holding ONEW

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Capital World Investors's ONEW Position: Q1 2026 in Review

Capital World Investors sold out of OneWater Marine (ONEW) in Q1 2026, closing a stake of 229,256 shares — an estimated $2.48M sold.

Capital World Investors first reported a position in ONEW in Q3 2021 and held it in 18 quarters. The position peaked at $38.6M in Q4 2021. 90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

Capital World Investors reported no remaining OneWater Marine position as of Q1 2026 after selling out during the quarter.
Capital World Investors sold 229,256 OneWater Marine shares in Q1 2026, an estimated $2.48M.
Capital World Investors first reported a position in OneWater Marine in Q3 2021 and held it in 18 quarters.
Capital World Investors's OneWater Marine position peaked at $38.6M in Q4 2021.
90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.