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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
Q2 		– Sell
-6
Closed -$57 – 677
2026
Q1 		$57 Buy
+6
New +$70 ﹤0.01% 972

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Ameriprise
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GEH
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Vanguard Capital Management
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PMG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Preservation Advisors's ONEW Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of OneWater Marine (ONEW) in Q2 2026, closing a stake of 6 shares — an estimated $57 sold.

Wealth Preservation Advisors first reported a position in ONEW in Q1 2026 and held it in 1 quarter. The position peaked at $57 in Q1 2026. 95 funds tracked by Wall St. Rank hold ONEW as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining OneWater Marine position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 6 OneWater Marine shares in Q2 2026, an estimated $57.
  • Wealth Preservation Advisors first reported a position in OneWater Marine in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's OneWater Marine position peaked at $57 in Q1 2026.
  • 95 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.