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IFP Advisors’s OneWater Marine ONEW Stock Holding History

IFP 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
2025
Q2 		– Hold
0
– – – 4149
2025
Q1 		– Hold
0
– – – 3790
2024
Q4 		– Hold
0
– – – 3903
2023
Q2 		– Sell
-8
Closed -$121 – 3536
2023
Q1 		$121 Hold
8
– – ﹤0.01% 3300
2022
Q4 		$1K Sell
8
-2
-20% -$62 ﹤0.01% 4425
2022
Q3 		$14K Hold
10
– – ﹤0.01% 3402
2022
Q2 		$14K Hold
10
– – ﹤0.01% 3154
2022
Q1 		$14K Buy
+10
New +$482 ﹤0.01% 3154

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IFP Advisors's ONEW Position: Q2 2025 in Review

IFP Advisors held its OneWater Marine (ONEW) position steady in Q2 2025 at 0 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4149.

IFP Advisors first reported a position in ONEW in Q1 2022 and has held it in 5 quarters since. The position peaked at $14K in Q3 2022. 90 funds tracked by Wall St. Rank hold ONEW as of Q2 2025.

  • IFP Advisors held 0 shares of OneWater Marine worth $1.21K as of Q2 2025.
  • IFP Advisors left its OneWater Marine share count unchanged in Q2 2025.
  • OneWater Marine made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #4149 holding.
  • IFP Advisors first reported a position in OneWater Marine in Q1 2022 and has held it in 5 quarters since.
  • IFP Advisors's OneWater Marine position peaked at $14K in Q3 2022.
  • 90 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.