FIA
OMEX icon

Foundations Investment Advisors’s Odyssey Marine Exploration OMEX Stock Holding History

Foundations Investment Advisors’s Portfolio OMEX Stock Details OMEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24K Sell
28,250
-155,500
-85% -$159K ﹤0.01% 1196
2026
Q1 		$153K Sell
183,750
-107,500
-37% -$183K ﹤0.01% 1127
2025
Q4 		$571K Buy
291,250
+13,500
+5% +$31.2K 0.01% 673
2025
Q3 		$542K Buy
+277,750
New +$448K 0.01% 631

Other funds holding OMEX

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Foundations Investment Advisors's OMEX Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Odyssey Marine Exploration (OMEX) stake by 85% in Q2 2026, selling an estimated $159K and leaving 28,250 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Foundations Investment Advisors first reported a position in OMEX in Q3 2025 and has held it in 4 quarters since. The position peaked at $571K in Q4 2025. 58 funds tracked by Wall St. Rank hold OMEX as of Q2 2026.

  • Foundations Investment Advisors held 28,250 shares of Odyssey Marine Exploration worth $24K as of Q2 2026.
  • Foundations Investment Advisors sold 155,500 Odyssey Marine Exploration shares in Q2 2026, an estimated $159K.
  • Odyssey Marine Exploration made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1196 holding.
  • Foundations Investment Advisors first reported a position in Odyssey Marine Exploration in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Odyssey Marine Exploration position peaked at $571K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.