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Dakota Wealth Management’s OneWater Marine ONEW Stock Holding History

Dakota Wealth Management’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
Q2 		– Sell
-36,218
Closed -$586K – 802
2025
Q1 		$586K Buy
+36,218
New +$620K 0.01% 483

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PFMOSF
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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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Dakota Wealth Management's ONEW Position: Q2 2025 in Review

Dakota Wealth Management sold out of OneWater Marine (ONEW) in Q2 2025, closing a stake of 36,218 shares — an estimated $586K sold.

Dakota Wealth Management first reported a position in ONEW in Q1 2025 and held it in 1 quarter. The position peaked at $586K in Q1 2025. 90 funds tracked by Wall St. Rank hold ONEW as of Q2 2025.

  • Dakota Wealth Management reported no remaining OneWater Marine position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 36,218 OneWater Marine shares in Q2 2025, an estimated $586K.
  • Dakota Wealth Management first reported a position in OneWater Marine in Q1 2025 and held it in 1 quarter.
  • Dakota Wealth Management's OneWater Marine position peaked at $586K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.