MWM
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Moran Wealth Management’s OneSpaWorld OSW Stock Holding History

Moran 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 		$5.18M Buy
183,256
+3,036
+2% +$75K 0.14% 208
2026
Q1 		$4.14M Buy
180,220
+137,148
+318% +$2.92M 0.13% 222
2025
Q4 		$893K Buy
43,072
+4,369
+11% +$91.5K 0.03% 363
2025
Q3 		$818K Buy
38,703
+1,658
+4% +$36.3K 0.02% 360
2025
Q2 		$755K Buy
37,045
+543
+1% +$9.95K 0.02% 351
2025
Q1 		$613K Sell
36,502
-484
-1% -$9.41K 0.02% 354
2024
Q4 		$736K Buy
36,986
+1,767
+5% +$32.8K 0.02% 324
2024
Q3 		$581K Buy
35,219
+9,096
+35% +$144K 0.02% 364
2024
Q2 		$402K Buy
26,123
+1,728
+7% +$24.6K 0.01% 358
2024
Q1 		$323K Buy
24,395
+2,155
+10% +$29.2K 0.01% 369
2023
Q4 		$314K Buy
22,240
+1,114
+5% +$13K 0.01% 363
2023
Q3 		$237K Sell
21,126
-2,759
-12% -$32.2K 0.01% 340
2023
Q2 		$289K Buy
+23,885
New +$276K 0.01% 351

Other funds holding OSW

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Moran Wealth Management's OSW Position: Q2 2026 in Review

Moran Wealth Management increased its OneSpaWorld (OSW) stake by 1.7% in Q2 2026, buying an estimated $75K and bringing the position to 183,256 shares worth $5.18M. The position accounts for 0.14% of the portfolio, ranked #208.

Moran Wealth Management first reported a position in OSW in Q2 2023 and has held it in 13 quarters since. 256 funds tracked by Wall St. Rank hold OSW as of Q2 2026.

  • Moran Wealth Management held 183,256 shares of OneSpaWorld worth $5.18M as of Q2 2026.
  • Moran Wealth Management bought 3,036 OneSpaWorld shares in Q2 2026, an estimated $75K.
  • OneSpaWorld made up 0.14% of Moran Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Moran Wealth Management first reported a position in OneSpaWorld in Q2 2023 and has held it in 13 quarters since.
  • 256 funds tracked by Wall St. Rank held OneSpaWorld as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.