Cornerstone Planning Group
OII icon

Cornerstone Planning Group’s Oceaneering OII Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-1
Closed -$45 – 1199
2026
Q2 		$45 Hold
1
– – ﹤0.01% 1854
2026
Q1 		$38 Hold
1
– – ﹤0.01% 1810
2025
Q4 		$30 Buy
+1
New +$24 ﹤0.01% 1691

Other funds holding OII

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cornerstone Planning Group's OII Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Oceaneering (OII) in Q3 2026, closing a stake of 1 share — an estimated $45 sold.

Cornerstone Planning Group first reported a position in OII in Q4 2025 and held it in 3 quarters. The position peaked at $45 in Q2 2026. 36 funds tracked by Wall St. Rank hold OII as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Oceaneering position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Oceaneering share in Q3 2026, an estimated $45.
  • Cornerstone Planning Group first reported a position in Oceaneering in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Oceaneering position peaked at $45 in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Oceaneering as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.