Financial Consulate’s OneWater Marine ONEW Stock Holding History

Financial Consulate’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 Q3	$1.59K	Buy	+167	New	+$1.93K	﹤0.01%	1179

Other funds holding ONEW

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Financial Consulate's ONEW Position: Q3 2026 in Review

Financial Consulate opened a new position in OneWater Marine (ONEW) in Q3 2026: 167 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

9 funds tracked by Wall St. Rank hold ONEW as of Q3 2026.

Financial Consulate held 167 shares of OneWater Marine worth $1.59K as of Q3 2026.
OneWater Marine was a new Financial Consulate position in Q3 2026.
OneWater Marine made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1179 holding.
9 funds tracked by Wall St. Rank held OneWater Marine as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.