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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
Q2 		$789 Buy
70
+61
+678% +$656 ﹤0.01% 3135
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rothschild Investment LLC's ONEW Position: Q2 2026 in Review

Rothschild Investment LLC increased its OneWater Marine (ONEW) stake by 678% in Q2 2026, buying an estimated $656 and bringing the position to 70 shares worth $789. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Rothschild Investment LLC first reported a position in ONEW in Q2 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold ONEW as of Q2 2026.

  • Rothschild Investment LLC held 70 shares of OneWater Marine worth $789 as of Q2 2026.
  • Rothschild Investment LLC bought 61 OneWater Marine shares in Q2 2026, an estimated $656.
  • OneWater Marine made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3135 holding.
  • Rothschild Investment LLC first reported a position in OneWater Marine in Q2 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.