Carson Wealth (CWM LLC)
ONEW icon

Carson Wealth (CWM LLC)’s OneWater Marine ONEW Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.43K Buy
363
+248
+216% +$2.9K ﹤0.01% 5150
2025
Q4 		$1K Sell
115
-65
-36% -$868 ﹤0.01% 5259
2025
Q3 		$3K Buy
180
+64
+55% +$1.01K ﹤0.01% 4918
2025
Q2 		$2K Buy
116
+30
+35% +$425 ﹤0.01% 4909
2025
Q1 		$1K Buy
86
+79
+1,129% +$1.35K ﹤0.01% 4961
2024
Q4 		$0 Sell
7
-31
-82% -$662 ﹤0.01% 5085
2024
Q3 		$1K Sell
38
-84
-69% -$2.06K ﹤0.01% 4659
2024
Q2 		$3K Buy
122
+25
+26% +$644 ﹤0.01% 4103
2024
Q1 		$3K Hold
97
– – ﹤0.01% 3868
2023
Q4 		$3K Buy
+97
New +$2.56K ﹤0.01% 3726
2023
Q3 		– Sell
-51
Closed -$2K – 4440
2023
Q2 		$2K Sell
51
-29
-36% -$856 ﹤0.01% 3828
2023
Q1 		$2K Buy
80
+57
+248% +$1.63K ﹤0.01% 3683
2022
Q4 		$1K Sell
23
-32
-58% -$999 ﹤0.01% 3800
2022
Q3 		$2K Hold
55
– – ﹤0.01% 3512
2022
Q2 		$2K Sell
55
-46
-46% -$1.53K ﹤0.01% 3383
2022
Q1 		$3K Buy
+101
New +$4.87K ﹤0.01% 3058

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
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
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
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

Carson Wealth (CWM LLC)'s ONEW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its OneWater Marine (ONEW) stake by 216% in Q1 2026, buying an estimated $2.9K and bringing the position to 363 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #5150.

Carson Wealth (CWM LLC) first reported a position in ONEW in Q1 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 363 shares of OneWater Marine worth $3.43K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 248 OneWater Marine shares in Q1 2026, an estimated $2.9K.
  • OneWater Marine made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5150 holding.
  • Carson Wealth (CWM LLC) first reported a position in OneWater Marine in Q1 2022 and has held it in 16 quarters since.
  • 90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.