EWA
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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
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

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its OneSpaWorld (OSW) stake by 34% in Q1 2026, selling an estimated $4.89K and leaving 455 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

EverSource Wealth Advisors first reported a position in OSW in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.2K in Q4 2025. 232 funds tracked by Wall St. Rank hold OSW as of Q1 2026.

  • EverSource Wealth Advisors held 455 shares of OneSpaWorld worth $10.4K as of Q1 2026.
  • EverSource Wealth Advisors sold 230 OneSpaWorld shares in Q1 2026, an estimated $4.89K.
  • OneSpaWorld made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2892 holding.
  • EverSource Wealth Advisors first reported a position in OneSpaWorld in Q4 2024 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's OneSpaWorld position peaked at $14.2K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held OneSpaWorld as of Q1 2026.

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