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EP Wealth Advisors’s Oil States International OIS Stock Holding History

EP Wealth Advisors’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
Q1 		$329K Buy
28,225
+1,275
+5% +$13.2K ﹤0.01% 1105
2025
Q4 		$182K Buy
+26,950
New +$173K ﹤0.01% 1404

Other funds holding OIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EP Wealth Advisors's OIS Position: Q1 2026 in Review

EP Wealth Advisors increased its Oil States International (OIS) stake by 4.7% in Q1 2026, buying an estimated $13.2K and bringing the position to 28,225 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

EP Wealth Advisors first reported a position in OIS in Q4 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold OIS as of Q1 2026.

  • EP Wealth Advisors held 28,225 shares of Oil States International worth $329K as of Q1 2026.
  • EP Wealth Advisors bought 1,275 Oil States International shares in Q1 2026, an estimated $13.2K.
  • Oil States International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1105 holding.
  • EP Wealth Advisors first reported a position in Oil States International in Q4 2025 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Oil States International as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.