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Opal Wealth Advisors’s OneSpaWorld OSW Stock Holding History

Opal Wealth Advisors’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 		$29.7K Buy
+1,294
New +$27.5K 0.01% 504
2025
Q3 		– Sell
-1,382
Closed -$28.2K – 439
2025
Q2 		$28.2K Buy
1,382
+29
+2% +$532 0.01% 488
2025
Q1 		$22.7K Buy
+1,353
New +$26.3K 0.01% 507

Other funds holding OSW

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Opal Wealth Advisors's OSW Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in OneSpaWorld (OSW) in Q1 2026: 1,294 shares worth $29.7K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in OSW as recently as Q2 2025.

Opal Wealth Advisors first reported a position in OSW in Q1 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold OSW as of Q1 2026.

  • Opal Wealth Advisors held 1,294 shares of OneSpaWorld worth $29.7K as of Q1 2026.
  • OneSpaWorld was a new Opal Wealth Advisors position in Q1 2026.
  • OneSpaWorld made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #504 holding.
  • Opal Wealth Advisors first reported a position in OneSpaWorld in Q1 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held OneSpaWorld as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.