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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
Q2 		– Sell
-1,294
Closed -$29.7K – 462
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 $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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's OSW Position: Q2 2026 in Review

Opal Wealth Advisors sold out of OneSpaWorld (OSW) in Q2 2026, closing a stake of 1,294 shares — an estimated $29.7K sold.

Opal Wealth Advisors first reported a position in OSW in Q1 2025 and held it in 3 quarters. The position peaked at $29.7K in Q1 2026. 258 funds tracked by Wall St. Rank hold OSW as of Q2 2026.

  • Opal Wealth Advisors reported no remaining OneSpaWorld position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,294 OneSpaWorld shares in Q2 2026, an estimated $29.7K.
  • Opal Wealth Advisors first reported a position in OneSpaWorld in Q1 2025 and held it in 3 quarters.
  • Opal Wealth Advisors's OneSpaWorld position peaked at $29.7K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held OneSpaWorld as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.