EverSource Wealth Advisors’s OneWater Marine ONEW Stock Holding History

EverSource Wealth Advisors’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	$132	Buy	14 +8	+133%	+$93	﹤0.01%	4240
2025 Q4	$65	Sell	6 -20	-77%	-$267	﹤0.01%	4151
2025 Q3	$412	Sell	26 -557	-96%	-$8.8K	﹤0.01%	3998
2025 Q2	$7.81K	Buy	+583	New	+$8.27K	﹤0.01%	2963
2023 Q4	–	Sell	-114	Closed	-$2.92K	–	2715
2023 Q3	$2.92K	Hold	114	–	–	﹤0.01%	1891
2023 Q2	$4.13K	Hold	114	–	–	﹤0.01%	1807
2023 Q1	$3.19K	Buy	+114	New	+$3.25K	﹤0.01%	1795

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

EverSource Wealth Advisors's ONEW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its OneWater Marine (ONEW) stake by 133% in Q1 2026, buying an estimated $93 and bringing the position to 14 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #4240.

EverSource Wealth Advisors first reported a position in ONEW in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.81K in Q2 2025. 90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

EverSource Wealth Advisors held 14 shares of OneWater Marine worth $132 as of Q1 2026.
EverSource Wealth Advisors bought 8 OneWater Marine shares in Q1 2026, an estimated $93.
OneWater Marine made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4240 holding.
EverSource Wealth Advisors first reported a position in OneWater Marine in Q1 2023 and has held it in 7 quarters since.
EverSource Wealth Advisors's OneWater Marine position peaked at $7.81K in Q2 2025.
90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.