Root Financial Partners
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Root Financial Partners’s OneWater Marine ONEW Stock Holding History

Root Financial Partners’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
Q3 		$477 Buy
+50
New +$579 ﹤0.01% 3242

Other funds holding ONEW

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Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Root Financial Partners's ONEW Position: Q3 2026 in Review

Root Financial Partners opened a new position in OneWater Marine (ONEW) in Q3 2026: 50 shares worth $477. The stake represents ﹤0.01% of the portfolio and ranks #3242 among its holdings.

9 funds tracked by Wall St. Rank hold ONEW as of Q3 2026.

  • Root Financial Partners held 50 shares of OneWater Marine worth $477 as of Q3 2026.
  • OneWater Marine was a new Root Financial Partners position in Q3 2026.
  • OneWater Marine made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3242 holding.
  • 9 funds tracked by Wall St. Rank held OneWater Marine as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.