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AE Wealth Management’s Oceaneering OII Stock Holding History

AE Wealth Management’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$284K Buy
+8,008
New +$259K ﹤0.01% 1409
2023
Q3 		– Sell
-32,242
Closed -$603K – 2039
2023
Q2 		$603K Buy
+32,242
New +$556K ﹤0.01% 1287

Other funds holding OII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AE Wealth Management's OII Position: Q1 2026 in Review

AE Wealth Management opened a new position in Oceaneering (OII) in Q1 2026: 8,008 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in OII as recently as Q2 2023.

AE Wealth Management first reported a position in OII in Q2 2023 and has held it in 2 quarters since. The position peaked at $603K in Q2 2023. 366 funds tracked by Wall St. Rank hold OII as of Q1 2026.

  • AE Wealth Management held 8,008 shares of Oceaneering worth $284K as of Q1 2026.
  • Oceaneering was a new AE Wealth Management position in Q1 2026.
  • Oceaneering made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1409 holding.
  • AE Wealth Management first reported a position in Oceaneering in Q2 2023 and has held it in 2 quarters since.
  • AE Wealth Management's Oceaneering position peaked at $603K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Oceaneering as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.