James T. Borello RIA
OSW icon

James T. Borello RIA’s OneSpaWorld OSW Stock Holding History

James T. Borello RIA’s Portfolio OSW Stock Details OSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$90 Sell
4
-4
-50% -$100 ﹤0.01% 1210
2026
Q2 		$226 Hold
8
– – ﹤0.01% 1113
2026
Q1 		$184 Sell
8
-7
-47% -$149 ﹤0.01% 1123
2025
Q4 		$311 Buy
+15
New +$314 ﹤0.01% 971

Other funds holding OSW

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
West Tower Group
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

James T. Borello RIA's OSW Position: Q3 2026 in Review

James T. Borello RIA reduced its OneSpaWorld (OSW) stake by 50% in Q3 2026, selling an estimated $100 and leaving 4 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

James T. Borello RIA first reported a position in OSW in Q4 2025 and has held it in 4 quarters since. The position peaked at $311 in Q4 2025. 39 funds tracked by Wall St. Rank hold OSW as of Q3 2026.

  • James T. Borello RIA held 4 shares of OneSpaWorld worth $90 as of Q3 2026.
  • James T. Borello RIA sold 4 OneSpaWorld shares in Q3 2026, an estimated $100.
  • OneSpaWorld made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1210 holding.
  • James T. Borello RIA first reported a position in OneSpaWorld in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's OneSpaWorld position peaked at $311 in Q4 2025.
  • 39 funds tracked by Wall St. Rank held OneSpaWorld as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.