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Congress Wealth Management’s Oceaneering OII Stock Holding History

Congress 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
2025
Q2 		– Sell
-210,298
Closed -$4.59M – 1206
2025
Q1 		$4.59M Buy
210,298
+5,461
+3% +$130K 0.06% 341
2024
Q4 		$5.34M Buy
204,837
+18,883
+10% +$499K 0.07% 278
2024
Q3 		$4.62M Buy
+185,954
New +$4.79M 0.06% 303

Other funds holding OII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's OII Position: Q2 2025 in Review

Congress Wealth Management sold out of Oceaneering (OII) in Q2 2025, closing a stake of 210,298 shares — an estimated $4.59M sold.

Congress Wealth Management first reported a position in OII in Q3 2024 and held it in 3 quarters. The position peaked at $5.34M in Q4 2024. 288 funds tracked by Wall St. Rank hold OII as of Q2 2025.

  • Congress Wealth Management reported no remaining Oceaneering position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 210,298 Oceaneering shares in Q2 2025, an estimated $4.59M.
  • Congress Wealth Management first reported a position in Oceaneering in Q3 2024 and held it in 3 quarters.
  • Congress Wealth Management's Oceaneering position peaked at $5.34M in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Oceaneering as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.