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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
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

Other funds holding OII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

Root Financial Partners's OII Position: Q2 2026 in Review

Root Financial Partners sold out of Oceaneering (OII) in Q2 2026, closing a stake of 451 shares — an estimated $16K sold.

Root Financial Partners first reported a position in OII in Q3 2025 and held it in 3 quarters. The position peaked at $16K in Q1 2026. 376 funds tracked by Wall St. Rank hold OII as of Q2 2026.

  • Root Financial Partners reported no remaining Oceaneering position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 451 Oceaneering shares in Q2 2026, an estimated $16K.
  • Root Financial Partners first reported a position in Oceaneering in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Oceaneering position peaked at $16K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Oceaneering as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.