Financial Management Professionals’s OneSpaWorld OSW Stock Holding History

Financial Management Professionals’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	$22.3K	Sell	789 -454	-37%	-$11.2K	﹤0.01%	423
2026 Q1	$28.5K	Hold	1,243	–	–	﹤0.01%	330
2025 Q4	$25.8K	Hold	1,243	–	–	﹤0.01%	347
2025 Q3	$26.3K	Sell	1,243 -384	-24%	-$8.4K	﹤0.01%	339
2025 Q2	$33.2K	Sell	1,627 -2,674	-62%	-$49K	﹤0.01%	317
2025 Q1	$72.2K	Sell	4,301 -369	-8%	-$7.17K	0.01%	214
2024 Q4	$92.9K	Sell	4,670 -29	-0.6%	-$538	0.01%	200
2024 Q3	$78K	Hold	4,699	–	–	0.01%	212
2024 Q2	$72K	Buy	+4,699	New	+$67K	0.01%	223

Other funds holding OSW

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return