Institute for Wealth Management’s Transocean RIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.74K Buy
+355
New +$2.22K ﹤0.01% 1608
2025
Q4
– Sell
-36,845
Closed -$115K – 581
2025
Q3
$115K Sell
36,845
-1,265
-3% -$3.82K 0.01% 554
2025
Q2
$98.7K Buy
+38,110
New +$98.2K 0.01% 556

Other funds holding RIG

Institute for Wealth Management's RIG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Transocean (RIG) in Q2 2026: 355 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1608 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RIG as recently as Q3 2025.

Institute for Wealth Management first reported a position in RIG in Q2 2025 and has held it in 3 quarters since. The position peaked at $115K in Q3 2025. 539 funds tracked by Wall St. Rank hold RIG as of Q2 2026.

  • Institute for Wealth Management held 355 shares of Transocean worth $1.74K as of Q2 2026.
  • Transocean was a new Institute for Wealth Management position in Q2 2026.
  • Transocean made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1608 holding.
  • Institute for Wealth Management first reported a position in Transocean in Q2 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Transocean position peaked at $115K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Transocean as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.