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

EverSource 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 		$52.8K Sell
6,594
-2,654
-29% -$25.1K ﹤0.01% 1747
2026
Q1 		$108K Buy
9,248
+1,502
+19% +$15.5K ﹤0.01% 1388
2025
Q4 		$52.4K Sell
7,746
-267
-3% -$1.72K ﹤0.01% 1716
2025
Q3 		$48.6K Buy
8,013
+1,137
+17% +$6.24K ﹤0.01% 1736
2025
Q2 		$36.9K Buy
6,876
+4,740
+222% +$21K ﹤0.01% 1824
2025
Q1 		$11K Buy
2,136
+842
+65% +$4.42K ﹤0.01% 2061
2024
Q4 		$6.55K Sell
1,294
-155
-11% -$772 ﹤0.01% 2221
2024
Q3 		$6.67K Hold
1,449
– – ﹤0.01% 2095
2024
Q2 		$8.29K Buy
1,449
+32
+2% +$154 ﹤0.01% 1958
2024
Q1 		$5.65K Buy
1,417
+109
+8% +$651 ﹤0.01% 1992
2023
Q4 		$8.88K Sell
1,308
-59
-4% -$427 ﹤0.01% 1613
2023
Q3 		$11.4K Buy
1,367
+117
+9% +$948 ﹤0.01% 1368
2023
Q2 		$9.34K Hold
1,250
– – ﹤0.01% 1473
2023
Q1 		$10.4K Hold
1,250
– – ﹤0.01% 1335
2022
Q4 		$9.32K Hold
1,250
– – ﹤0.01% 1358
2022
Q3 		$5K Sell
1,250
-215
-15% -$1.03K ﹤0.01% 1390
2022
Q2 		$8K Hold
1,465
– – ﹤0.01% 1120
2022
Q1 		$10K Hold
1,465
– – ﹤0.01% 977
2021
Q4 		$7K Buy
+1,465
New +$8.62K ﹤0.01% 1125

Other funds holding OIS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Oil States International (OIS) stake by 29% in Q2 2026, selling an estimated $25.1K and leaving 6,594 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

EverSource Wealth Advisors first reported a position in OIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $108K in Q1 2026. 47 funds tracked by Wall St. Rank hold OIS as of Q2 2026.

  • EverSource Wealth Advisors held 6,594 shares of Oil States International worth $52.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,654 Oil States International shares in Q2 2026, an estimated $25.1K.
  • Oil States International made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1747 holding.
  • EverSource Wealth Advisors first reported a position in Oil States International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Oil States International position peaked at $108K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Oil States International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.