Forteris Wealth Management’s Transocean RIG Stock Holding History

Forteris Wealth Management’s Portfolio RIG Stock Details RIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000	Closed	-$41.3K	–	71
2025 Q4	$41.3K	Buy	+10,000	New	+$38.8K	0.04%	67

Other funds holding RIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

Forteris Wealth Management's RIG Position: Q1 2026 in Review

Forteris Wealth Management sold out of Transocean (RIG) in Q1 2026, closing a stake of 10,000 shares — an estimated $41.3K sold.

Forteris Wealth Management first reported a position in RIG in Q4 2025 and held it in 1 quarter. The position peaked at $41.3K in Q4 2025. 539 funds tracked by Wall St. Rank hold RIG as of Q1 2026.

Forteris Wealth Management reported no remaining Transocean position as of Q1 2026 after selling out during the quarter.
Forteris Wealth Management sold 10,000 Transocean shares in Q1 2026, an estimated $41.3K.
Forteris Wealth Management first reported a position in Transocean in Q4 2025 and held it in 1 quarter.
Forteris Wealth Management's Transocean position peaked at $41.3K in Q4 2025.
539 funds tracked by Wall St. Rank held Transocean as of Q1 2026.

Based on Forteris Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.