Rothschild Investment LLC’s OneWater Marine ONEW Stock Holding History

Rothschild Investment LLC’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 Q1	$85	Sell	9 -10	-53%	-$117	﹤0.01%	3414
2025 Q4	$206	Sell	19 -16	-46%	-$214	﹤0.01%	3111
2025 Q3	$554	Hold	35	–	–	﹤0.01%	2799
2025 Q2	$469	Buy	+35	New	+$496	﹤0.01%	2770
2024 Q4	–	Sell	-15	Closed	-$359	–	3026
2024 Q3	$359	Sell	15 -5	-25%	-$123	﹤0.01%	2563
2024 Q2	$551	Buy	+20	New	+$515	﹤0.01%	1951

Other funds holding ONEW

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Rothschild Investment LLC's ONEW Position: Q1 2026 in Review

Rothschild Investment LLC reduced its OneWater Marine (ONEW) stake by 53% in Q1 2026, selling an estimated $117 and leaving 9 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

Rothschild Investment LLC first reported a position in ONEW in Q2 2024 and has held it in 6 quarters since. The position peaked at $554 in Q3 2025. 90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

Rothschild Investment LLC held 9 shares of OneWater Marine worth $85 as of Q1 2026.
Rothschild Investment LLC sold 10 OneWater Marine shares in Q1 2026, an estimated $117.
OneWater Marine made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3414 holding.
Rothschild Investment LLC first reported a position in OneWater Marine in Q2 2024 and has held it in 6 quarters since.
Rothschild Investment LLC's OneWater Marine position peaked at $554 in Q3 2025.
90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.