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Root Financial Partners’s OneSpaWorld OSW Stock Holding History

Root Financial Partners’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
-130
Closed -$2.98K – 2328
2026
Q1 		$2.98K Buy
+130
New +$2.77K ﹤0.01% 2159

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CCM
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Root Financial Partners's OSW Position: Q2 2026 in Review

Root Financial Partners sold out of OneSpaWorld (OSW) in Q2 2026, closing a stake of 130 shares — an estimated $2.98K sold.

Root Financial Partners first reported a position in OSW in Q1 2026 and held it in 1 quarter. The position peaked at $2.98K in Q1 2026. 257 funds tracked by Wall St. Rank hold OSW as of Q2 2026.

  • Root Financial Partners reported no remaining OneSpaWorld position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 130 OneSpaWorld shares in Q2 2026, an estimated $2.98K.
  • Root Financial Partners first reported a position in OneSpaWorld in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's OneSpaWorld position peaked at $2.98K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held OneSpaWorld as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.