UBS Group
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UBS Group’s OneWater Marine ONEW Stock Holding History

UBS Group’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
2023
Q3 		– Sell
-44,600
Closed -$1.62M – 9832
2023
Q2 		$1.62M Sell
44,600
-22,300
-33% -$658K ﹤0.01% 3743
2023
Q1 		$1.87M Buy
+66,900
New +$1.91M ﹤0.01% 3508

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

UBS Group's ONEW Position: Q1 2026 in Review

UBS Group reduced its OneWater Marine (ONEW) stake by 0.47% in Q1 2026, selling an estimated $1.58K and leaving 28,758 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #6458.

UBS Group first reported a position in ONEW in Q1 2020 and has held it in 20 quarters since. The position peaked at $532K in Q4 2024. 90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

  • UBS Group held 28,758 shares of OneWater Marine worth $272K as of Q1 2026.
  • UBS Group sold 135 OneWater Marine shares in Q1 2026, an estimated $1.58K.
  • OneWater Marine made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6458 holding.
  • UBS Group first reported a position in OneWater Marine in Q1 2020 and has held it in 20 quarters since.
  • UBS Group's OneWater Marine position peaked at $532K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.