EverSource Wealth Advisors’s OneSpaWorld OSW Stock Holding History

EverSource Wealth Advisors’s Portfolio OSW Stock Details OSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16K	Sell	41 -414	-91%	-$10.2K	﹤0.01%	3921
2026 Q1	$10.4K	Sell	455 -230	-34%	-$4.89K	﹤0.01%	2892
2025 Q4	$14.2K	Buy	685 +465	+211%	+$9.74K	﹤0.01%	2608
2025 Q3	$4.65K	Sell	220 -295	-57%	-$6.45K	﹤0.01%	3189
2025 Q2	$10.5K	Buy	+515	New	+$9.44K	﹤0.01%	2775
2025 Q1	–	Sell	-22	Closed	-$438	–	4136
2024 Q4	$438	Buy	+22	New	+$408	﹤0.01%	3243

Other funds holding OSW

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's OSW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its OneSpaWorld (OSW) stake by 91% in Q2 2026, selling an estimated $10.2K and leaving 41 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3921.

EverSource Wealth Advisors first reported a position in OSW in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.2K in Q4 2025. 257 funds tracked by Wall St. Rank hold OSW as of Q2 2026.

EverSource Wealth Advisors held 41 shares of OneSpaWorld worth $1.16K as of Q2 2026.
EverSource Wealth Advisors sold 414 OneSpaWorld shares in Q2 2026, an estimated $10.2K.
OneSpaWorld made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3921 holding.
EverSource Wealth Advisors first reported a position in OneSpaWorld in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's OneSpaWorld position peaked at $14.2K in Q4 2025.
257 funds tracked by Wall St. Rank held OneSpaWorld as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.