Creative Planning
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Creative Planning’s Oceaneering OII Stock Holding History

Creative Planning’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 		$1.76M Buy
49,674
+17,858
+56% +$578K ﹤0.01% 2002
2025
Q4 		$765K Buy
31,816
+2,343
+8% +$56.6K ﹤0.01% 2491
2025
Q3 		$730K Buy
29,473
+13,218
+81% +$303K ﹤0.01% 2401
2025
Q2 		$337K Sell
16,255
-3,474
-18% -$67K ﹤0.01% 2798
2025
Q1 		$430K Buy
19,729
+5,395
+38% +$128K ﹤0.01% 2428
2024
Q4 		$374K Buy
14,334
+1,812
+14% +$47.9K ﹤0.01% 2492
2024
Q3 		$311K Buy
12,522
+3,771
+43% +$97.1K ﹤0.01% 2487
2024
Q2 		$207K Buy
+8,751
New +$202K ﹤0.01% 2651
2023
Q4 		– Sell
-10
Closed -$258 – 2987
2023
Q3 		$258 Buy
+10
New +$228 ﹤0.01% 2864
2017
Q3 		– Sell
-1,964
Closed -$45K – 3125
2017
Q2 		$45K Buy
1,964
+389
+25% +$9.89K ﹤0.01% 2602
2017
Q1 		$43K Sell
1,575
-517
-25% -$14.1K ﹤0.01% 2595
2016
Q4 		$59K Sell
2,092
-4,097
-66% -$110K ﹤0.01% 2262
2016
Q3 		$170K Buy
6,189
+4,746
+329% +$131K ﹤0.01% 1496
2016
Q2 		$43K Sell
1,443
-208
-13% -$6.79K ﹤0.01% 2249
2016
Q1 		$55K Buy
1,651
+1,310
+384% +$40.8K ﹤0.01% 2032
2015
Q4 		$13K Sell
341
-3,004
-90% -$129K ﹤0.01% 3124
2015
Q3 		$131K Buy
+3,345
New +$139K ﹤0.01% 1428
2015
Q2 		– Sell
-3,718
Closed -$201K – 2394
2015
Q1 		$201K Sell
3,718
-520
-12% -$27.7K ﹤0.01% 1187
2014
Q4 		$249K Buy
4,238
+1,720
+68% +$110K ﹤0.01% 1014
2014
Q3 		$164K Sell
2,518
-5,800
-70% -$401K ﹤0.01% 1174
2014
Q2 		$650K Buy
8,318
+6,800
+448% +$499K 0.01% 543
2014
Q1 		$109K Buy
1,518
+1,000
+193% +$71.6K ﹤0.01% 1356
2013
Q4 		$41K Sell
518
-82
-14% -$6.66K ﹤0.01% 1742
2013
Q3 		$49K Buy
600
+100
+20% +$8.04K ﹤0.01% 1518
2013
Q2 		$36K Buy
+500
New +$34.9K ﹤0.01% 1566

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

Creative Planning's OII Position: Q1 2026 in Review

Creative Planning increased its Oceaneering (OII) stake by 56% in Q1 2026, buying an estimated $578K and bringing the position to 49,674 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Creative Planning first reported a position in OII in Q2 2013 and has held it in 25 quarters since. 366 funds tracked by Wall St. Rank hold OII as of Q1 2026.

  • Creative Planning held 49,674 shares of Oceaneering worth $1.76M as of Q1 2026.
  • Creative Planning bought 17,858 Oceaneering shares in Q1 2026, an estimated $578K.
  • Oceaneering made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2002 holding.
  • Creative Planning first reported a position in Oceaneering in Q2 2013 and has held it in 25 quarters since.
  • 366 funds tracked by Wall St. Rank held Oceaneering as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.