Forvis Mazars Wealth Advisors’s Transocean RIG Stock Holding History

Forvis Mazars Wealth Advisors’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 Q2	$7.35M	Sell	1,502,697 -139,220	-8%	-$870K	0.12%	76
2026 Q1	$10.9M	Sell	1,641,917 -1,290,173	-44%	-$7.27M	0.21%	56
2025 Q4	$12.1M	Buy	+2,932,090	New	+$11.4M	0.23%	49
2017 Q2	–	Sell	-14,166	Closed	-$176K	–	227
2017 Q1	$176K	Sell	14,166 -778	-5%	-$10.7K	0.02%	207
2016 Q4	$220K	Buy	14,944 +412	+3%	+$4.88K	0.03%	192
2016 Q3	$155K	Sell	14,532 -14,425	-50%	-$152K	0.02%	181
2016 Q2	$344K	Sell	28,957 -7,290	-20%	-$74.6K	0.05%	131
2016 Q1	$331K	Sell	36,247 -9,362	-21%	-$93.1K	0.05%	132
2015 Q4	$565K	Sell	45,609 -21,715	-32%	-$313K	0.09%	101
2015 Q3	$870K	Sell	67,324 -6,852	-9%	-$95.1K	0.15%	72
2015 Q2	$1.2M	Sell	74,176 -8,413	-10%	-$152K	0.18%	69
2015 Q1	$1.21M	Buy	82,589 +19,507	+31%	+$316K	0.18%	73
2014 Q4	$1.16M	Buy	+63,082	New	+$1.58M	0.19%	67

Other funds holding RIG

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's RIG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Transocean (RIG) stake by 8.5% in Q2 2026, selling an estimated $870K and leaving 1,502,697 shares worth $7.35M. The position accounts for 0.12% of the portfolio, ranked #76.

Forvis Mazars Wealth Advisors first reported a position in RIG in Q4 2014 and has held it in 13 quarters since. The position peaked at $12.1M in Q4 2025. 536 funds tracked by Wall St. Rank hold RIG as of Q2 2026.

Forvis Mazars Wealth Advisors held 1,502,697 shares of Transocean worth $7.35M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 139,220 Transocean shares in Q2 2026, an estimated $870K.
Transocean made up 0.12% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Forvis Mazars Wealth Advisors first reported a position in Transocean in Q4 2014 and has held it in 13 quarters since.
Forvis Mazars Wealth Advisors's Transocean position peaked at $12.1M in Q4 2025.
536 funds tracked by Wall St. Rank held Transocean as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.