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Integrated Wealth Concepts’s OneWater Marine ONEW Stock Holding History

Integrated Wealth Concepts’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
Q2 		$3.49K Buy
+310
New +$3.33K ﹤0.01% 5150

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's ONEW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in OneWater Marine (ONEW) in Q2 2026: 310 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #5150 among its holdings.

96 funds tracked by Wall St. Rank hold ONEW as of Q2 2026.

  • Integrated Wealth Concepts held 310 shares of OneWater Marine worth $3.49K as of Q2 2026.
  • OneWater Marine was a new Integrated Wealth Concepts position in Q2 2026.
  • OneWater Marine made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5150 holding.
  • 96 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.