MWM
OSW icon

Mascoma Wealth Management’s OneSpaWorld OSW Stock Holding History

Mascoma 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
Q1 		$94.3K Hold
4,107
– – 0.02% 140
2025
Q4 		$85.2K Hold
4,107
– – 0.02% 142
2025
Q3 		$86.8K Hold
4,107
– – 0.02% 151
2025
Q2 		$83.7K Hold
4,107
– – 0.02% 145
2025
Q1 		$69K Hold
4,107
– – 0.02% 165
2024
Q4 		$81.7K Hold
4,107
– – 0.02% 158
2024
Q3 		$67.8K Hold
4,107
– – 0.02% 172
2024
Q2 		$63.1K Hold
4,107
– – 0.02% 174
2024
Q1 		$54.3K Hold
4,107
– – 0.02% 176
2023
Q4 		$57.9K Hold
4,107
– – 0.02% 177
2023
Q3 		$46.1K Hold
4,107
– – 0.01% 201
2023
Q2 		$49.6K Hold
4,107
– – 0.02% 193
2023
Q1 		$49.3K Hold
4,107
– – 0.01% 232
2022
Q4 		$38.3K Hold
4,107
– – 0.01% 262
2022
Q3 		$34K Hold
4,107
– – 0.01% 285
2022
Q2 		$29K Hold
4,107
– – 0.01% 305
2022
Q1 		$42K Buy
+4,107
New +$41.8K 0.01% 289

Other funds holding OSW

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return