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Spire Wealth Management’s OneWater Marine ONEW Stock Holding History

Spire Wealth Management’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 		– Sell
-260
Closed -$2.81K – 2362
2025
Q4 		$2.81K Sell
260
-1,060
-80% -$14.1K ﹤0.01% 2030
2025
Q3 		$20.9K Hold
1,320
– – ﹤0.01% 1519
2025
Q2 		$17.7K Buy
1,320
+110
+9% +$1.56K ﹤0.01% 1554
2025
Q1 		$19.6K Buy
1,210
+165
+16% +$2.82K ﹤0.01% 1618
2024
Q4 		$18.2K Sell
1,045
-500
-32% -$10.7K ﹤0.01% 1653
2024
Q3 		$36.9K Hold
1,545
– – ﹤0.01% 1234
2024
Q2 		$42.6K Sell
1,545
-50
-3% -$1.29K ﹤0.01% 1171
2024
Q1 		$44.9K Hold
1,595
– – ﹤0.01% 1255
2023
Q4 		$46.9K Buy
1,595
+125
+9% +$3.31K ﹤0.01% 1218
2023
Q3 		$37.7K Buy
1,470
+110
+8% +$3.29K ﹤0.01% 1271
2023
Q2 		$49.3K Hold
1,360
– – ﹤0.01% 1204
2023
Q1 		$38K Buy
1,360
+795
+141% +$22.7K ﹤0.01% 1321
2022
Q4 		$16K Buy
565
+505
+842% +$15.8K ﹤0.01% 1461
2022
Q3 		$2K Buy
60
+20
+50% +$731 ﹤0.01% 1978
2022
Q2 		$1K Buy
+40
New +$1.33K ﹤0.01% 2554

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
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
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
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

Spire Wealth Management's ONEW Position: Q1 2026 in Review

Spire Wealth Management sold out of OneWater Marine (ONEW) in Q1 2026, closing a stake of 260 shares — an estimated $2.81K sold.

Spire Wealth Management first reported a position in ONEW in Q2 2022 and held it in 15 quarters. The position peaked at $49.3K in Q2 2023. 90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

  • Spire Wealth Management reported no remaining OneWater Marine position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 260 OneWater Marine shares in Q1 2026, an estimated $2.81K.
  • Spire Wealth Management first reported a position in OneWater Marine in Q2 2022 and held it in 15 quarters.
  • Spire Wealth Management's OneWater Marine position peaked at $49.3K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.