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EP Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

EP Wealth Advisors’s Portfolio OIH Stock Details OIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Sell
546
-40
-7% -$16.8K ﹤0.01% 1502
2026
Q1 		$237K Buy
+586
New +$214K ﹤0.01% 1308

Other funds holding OIH

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's OIH Position: Q2 2026 in Review

EP Wealth Advisors reduced its VanEck Oil Services ETF (OIH) stake by 6.8% in Q2 2026, selling an estimated $16.8K and leaving 546 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

EP Wealth Advisors first reported a position in OIH in Q1 2026 and has held it in 2 quarters since. The position peaked at $237K in Q1 2026. 265 funds tracked by Wall St. Rank hold OIH as of Q2 2026.

  • EP Wealth Advisors held 546 shares of VanEck Oil Services ETF worth $203K as of Q2 2026.
  • EP Wealth Advisors sold 40 VanEck Oil Services ETF shares in Q2 2026, an estimated $16.8K.
  • VanEck Oil Services ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1502 holding.
  • EP Wealth Advisors first reported a position in VanEck Oil Services ETF in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's VanEck Oil Services ETF position peaked at $237K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.