Root Financial Partners
OII icon

Root Financial Partners’s Oceaneering OII Stock Holding History

Root Financial Partners’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.6K Buy
+586
New +$27.9K ﹤0.01% 1420
2026
Q2 		– Sell
-451
Closed -$16K – 2283
2026
Q1 		$16K Buy
451
+181
+67% +$5.86K ﹤0.01% 1446
2025
Q4 		$6.49K Buy
270
+20
+8% +$483 ﹤0.01% 1677
2025
Q3 		$6.2K Buy
+250
New +$5.73K ﹤0.01% 1639

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State Street
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American Century Companies
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Morgan Stanley Institutional Investment Advisors
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1B AUM 15.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Root Financial Partners's OII Position: Q3 2026 in Review

Root Financial Partners opened a new position in Oceaneering (OII) in Q3 2026: 586 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OII as recently as Q1 2026.

Root Financial Partners first reported a position in OII in Q3 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold OII as of Q3 2026.

  • Root Financial Partners held 586 shares of Oceaneering worth $25.6K as of Q3 2026.
  • Oceaneering was a new Root Financial Partners position in Q3 2026.
  • Oceaneering made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1420 holding.
  • Root Financial Partners first reported a position in Oceaneering in Q3 2025 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Oceaneering as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.