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EP Wealth Advisors’s Oceaneering OII Stock Holding History

EP Wealth Advisors’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
Q2 		$855K Sell
21,106
-161
-0.8% -$6.07K ﹤0.01% 801
2026
Q1 		$754K Sell
21,267
-4,958
-19% -$160K ﹤0.01% 733
2025
Q4 		$630K Buy
+26,225
New +$633K ﹤0.01% 770
2025
Q2 		$529K Sell
25,554
-167
-0.6% -$3.22K ﹤0.01% 761
2025
Q1 		$561K Buy
25,721
+2,832
+12% +$67.2K ﹤0.01% 665
2024
Q4 		$597K Buy
22,889
+6,993
+44% +$185K ﹤0.01% 641
2024
Q3 		$395K Buy
+15,896
New +$409K ﹤0.01% 764

Other funds holding OII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

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

EP Wealth Advisors reduced its Oceaneering (OII) stake by 0.76% in Q2 2026, selling an estimated $6.07K and leaving 21,106 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

EP Wealth Advisors first reported a position in OII in Q3 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold OII as of Q2 2026.

  • EP Wealth Advisors held 21,106 shares of Oceaneering worth $855K as of Q2 2026.
  • EP Wealth Advisors sold 161 Oceaneering shares in Q2 2026, an estimated $6.07K.
  • Oceaneering made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #801 holding.
  • EP Wealth Advisors first reported a position in Oceaneering in Q3 2024 and has held it in 7 quarters since.
  • 376 funds tracked by Wall St. Rank held Oceaneering as of Q2 2026.

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