Wealth Preservation Advisors’s OneWater Marine ONEW Stock Holding History

Wealth Preservation Advisors’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	$57	Buy	+6	New	+$70	﹤0.01%	972

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

Wealth Preservation Advisors's ONEW Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in OneWater Marine (ONEW) in Q1 2026: 6 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings.

90 funds tracked by Wall St. Rank hold ONEW as of Q1 2026.

Wealth Preservation Advisors held 6 shares of OneWater Marine worth $57 as of Q1 2026.
OneWater Marine was a new Wealth Preservation Advisors position in Q1 2026.
OneWater Marine made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #972 holding.
90 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.