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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
Q2 		– Sell
-28,225
Closed -$329K – 1838
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 $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

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

EP Wealth Advisors sold out of Oil States International (OIS) in Q2 2026, closing a stake of 28,225 shares — an estimated $329K sold.

EP Wealth Advisors first reported a position in OIS in Q4 2025 and held it in 2 quarters. The position peaked at $329K in Q1 2026. 200 funds tracked by Wall St. Rank hold OIS as of Q2 2026.

  • EP Wealth Advisors reported no remaining Oil States International position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 28,225 Oil States International shares in Q2 2026, an estimated $329K.
  • EP Wealth Advisors first reported a position in Oil States International in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Oil States International position peaked at $329K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Oil States International as of Q2 2026.

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