Steward Partners Investment Advisory’s OneWater Marine ONEW Stock Holding History

Steward Partners Investment Advisory’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	$945	Sell	100 -700	-88%	-$8.17K	﹤0.01%	4191
2025 Q4	$8.66K	Hold	800	–	–	﹤0.01%	3497
2025 Q3	$12.7K	Hold	800	–	–	﹤0.01%	3297
2025 Q2	$10.7K	Hold	800	–	–	﹤0.01%	3183
2025 Q1	$12.9K	Buy	800 +300	+60%	+$5.13K	﹤0.01%	2982
2024 Q4	$8.69K	Buy	+500	New	+$10.7K	﹤0.01%	3159
2024 Q3	–	Sell	-296	Closed	-$8.16K	–	3823
2024 Q2	$8.16K	Hold	296	–	–	﹤0.01%	2895
2024 Q1	$8.33K	Hold	296	–	–	﹤0.01%	2874
2023 Q4	$10K	Buy	+296	New	+$7.83K	﹤0.01%	2716
2021 Q3	–	Sell	-1,500	Closed	-$63K	–	3277
2021 Q2	$63K	Buy	1,500 +1,000	+200%	+$46.4K	﹤0.01%	2862
2021 Q1	$20K	Sell	500 -500	-50%	-$18.1K	﹤0.01%	2487
2020 Q4	$29K	Buy	+1,000	New	+$24K	﹤0.01%	1928

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

Steward Partners Investment Advisory's ONEW Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its OneWater Marine (ONEW) stake by 88% in Q1 2026, selling an estimated $8.17K and leaving 100 shares worth $945. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

Steward Partners Investment Advisory first reported a position in ONEW in Q4 2020 and has held it in 12 quarters since. The position peaked at $63K in Q2 2021. 90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

Steward Partners Investment Advisory held 100 shares of OneWater Marine worth $945 as of Q1 2026.
Steward Partners Investment Advisory sold 700 OneWater Marine shares in Q1 2026, an estimated $8.17K.
OneWater Marine made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4191 holding.
Steward Partners Investment Advisory first reported a position in OneWater Marine in Q4 2020 and has held it in 12 quarters since.
Steward Partners Investment Advisory's OneWater Marine position peaked at $63K in Q2 2021.
90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.