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Institute for Wealth Management’s OneSpaWorld OSW Stock Holding History

Institute for Wealth Management’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 		$4.27K Buy
+151
New +$3.73K ﹤0.01% 1471

Other funds holding OSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Victory Capital Management
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
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Institute for Wealth Management's OSW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in OneSpaWorld (OSW) in Q2 2026: 151 shares worth $4.27K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings.

122 funds tracked by Wall St. Rank hold OSW as of Q2 2026.

  • Institute for Wealth Management held 151 shares of OneSpaWorld worth $4.27K as of Q2 2026.
  • OneSpaWorld was a new Institute for Wealth Management position in Q2 2026.
  • OneSpaWorld made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1471 holding.
  • 122 funds tracked by Wall St. Rank held OneSpaWorld as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.