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True Wealth Design’s Oceaneering OII Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-2
Closed -$50 – 2749
2025
Q3 		$50 Hold
2
– – ﹤0.01% 2572
2025
Q2 		$42 Sell
2
-18
-90% -$347 ﹤0.01% 2416
2025
Q1 		$437 Sell
20
-152
-88% -$3.61K ﹤0.01% 1594
2024
Q4 		$4.49K Hold
172
– – ﹤0.01% 554
2024
Q3 		$4.28K Buy
+172
New +$4.43K ﹤0.01% 595

Other funds holding OII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

True Wealth Design's OII Position: Q4 2025 in Review

True Wealth Design sold out of Oceaneering (OII) in Q4 2025, closing a stake of 2 shares — an estimated $50 sold.

True Wealth Design first reported a position in OII in Q3 2024 and held it in 5 quarters. The position peaked at $4.49K in Q4 2024. 313 funds tracked by Wall St. Rank hold OII as of Q4 2025.

  • True Wealth Design reported no remaining Oceaneering position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 2 Oceaneering shares in Q4 2025, an estimated $50.
  • True Wealth Design first reported a position in Oceaneering in Q3 2024 and held it in 5 quarters.
  • True Wealth Design's Oceaneering position peaked at $4.49K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Oceaneering as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.