Creative Planning
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Creative Planning’s OneWater Marine ONEW Stock Holding History

Creative Planning’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
2025
Q1 		– Sell
-207
Closed -$3.6K – 3657
2024
Q4 		$3.6K Buy
+207
New +$4.42K ﹤0.01% 3424
2024
Q3 		– Sell
-8,420
Closed -$232K – 3278
2024
Q2 		$232K Sell
8,420
-96,158
-92% -$2.48M ﹤0.01% 2569
2024
Q1 		$2.94M Buy
104,578
+199
+0.2% +$5.36K ﹤0.01% 812
2023
Q4 		$3.53M Sell
104,379
-19,200
-16% -$508K 0.01% 674
2023
Q3 		$3.17M Sell
123,579
-19,258
-13% -$575K ﹤0.01% 673
2023
Q2 		$5.18M Buy
+142,837
New +$4.22M 0.01% 511

Other funds holding ONEW

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

Creative Planning's ONEW Position: Q1 2025 in Review

Creative Planning sold out of OneWater Marine (ONEW) in Q1 2025, closing a stake of 207 shares — an estimated $3.6K sold.

Creative Planning first reported a position in ONEW in Q2 2023 and held it in 6 quarters. The position peaked at $5.18M in Q2 2023. 95 funds tracked by Wall St. Rank hold ONEW as of Q1 2025.

  • Creative Planning reported no remaining OneWater Marine position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 207 OneWater Marine shares in Q1 2025, an estimated $3.6K.
  • Creative Planning first reported a position in OneWater Marine in Q2 2023 and held it in 6 quarters.
  • Creative Planning's OneWater Marine position peaked at $5.18M in Q2 2023.
  • 95 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.