Creative Planning
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Creative Planning’s Oil States International OIS Stock Holding History

Creative Planning’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
146,316
-11,493
-7% -$109K ﹤0.01% 2511
2026
Q1 		$1.84M Buy
157,809
+52,461
+50% +$542K ﹤0.01% 1963
2025
Q4 		$713K Buy
105,348
+22,959
+28% +$147K ﹤0.01% 2552
2025
Q3 		$499K Buy
82,389
+64,600
+363% +$354K ﹤0.01% 2722
2025
Q2 		$95.3K Sell
17,789
-48,225
-73% -$213K ﹤0.01% 3443
2025
Q1 		$340K Buy
66,014
+42,845
+185% +$225K ﹤0.01% 2637
2024
Q4 		$117K Sell
23,169
-5,824
-20% -$29K ﹤0.01% 3128
2024
Q3 		$133K Buy
+28,993
New +$139K ﹤0.01% 2962
2024
Q2 		– Sell
-19,267
Closed -$119K – 3141
2024
Q1 		$119K Buy
19,267
+4,613
+31% +$27.5K ﹤0.01% 2674
2023
Q4 		$99.5K Buy
+14,654
New +$106K ﹤0.01% 2570
2023
Q2 		– Sell
-156
Closed -$1.3K – 2775
2023
Q1 		$1.3K Buy
+156
New +$1.32K ﹤0.01% 2532
2017
Q3 		– Sell
-331
Closed -$9K – 3126
2017
Q2 		$9K Sell
331
-118
-26% -$3.5K ﹤0.01% 3696
2017
Q1 		$15K Buy
449
+40
+10% +$1.47K ﹤0.01% 3334
2016
Q4 		$16K Buy
409
+78
+24% +$2.65K ﹤0.01% 3227
2016
Q3 		$10K Buy
+331
New +$10.2K ﹤0.01% 3523
2014
Q4 		– Sell
-30
Closed -$2K – 4292
2014
Q3 		$2K Hold
30
– – ﹤0.01% 3679
2014
Q2 		$2K Sell
30
-23
-43% -$1.35K ﹤0.01% 3522
2014
Q1 		$3K Hold
53
– – ﹤0.01% 3264
2013
Q4 		$3K Hold
53
– – ﹤0.01% 3006
2013
Q3 		$3K Hold
53
– – ﹤0.01% 2897
2013
Q2 		$3K Buy
+53
New +$2.71K ﹤0.01% 2719

Other funds holding OIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's OIS Position: Q2 2026 in Review

Creative Planning reduced its Oil States International (OIS) stake by 7.3% in Q2 2026, selling an estimated $109K and leaving 146,316 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Creative Planning first reported a position in OIS in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.84M in Q1 2026. 200 funds tracked by Wall St. Rank hold OIS as of Q2 2026.

  • Creative Planning held 146,316 shares of Oil States International worth $1.17M as of Q2 2026.
  • Creative Planning sold 11,493 Oil States International shares in Q2 2026, an estimated $109K.
  • Oil States International made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2511 holding.
  • Creative Planning first reported a position in Oil States International in Q2 2013 and has held it in 21 quarters since.
  • Creative Planning's Oil States International position peaked at $1.84M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Oil States International as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.