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True Wealth Design’s Oil States International OIS Stock Holding History

True Wealth Design’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.45K Buy
1,063
+28
+3% +$236 ﹤0.01% 1146
2026
Q2 		$8.29K Sell
1,035
-15
-1% -$142 ﹤0.01% 1132
2026
Q1 		$12.2K Hold
1,050
– – ﹤0.01% 912
2025
Q4 		$7.11K Buy
1,050
+100
+11% +$642 ﹤0.01% 964
2025
Q3 		$5.76K Buy
950
+276
+41% +$1.51K ﹤0.01% 1027
2025
Q2 		$3.61K Buy
674
+615
+1,042% +$2.72K ﹤0.01% 940
2025
Q1 		$304 Buy
59
+43
+269% +$226 ﹤0.01% 1767
2024
Q4 		$81 Sell
16
-166
-91% -$827 ﹤0.01% 1290
2024
Q3 		$838 Buy
+182
New +$872 ﹤0.01% 1010

Other funds holding OIS

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's OIS Position: Q3 2026 in Review

True Wealth Design increased its Oil States International (OIS) stake by 2.7% in Q3 2026, buying an estimated $236 and bringing the position to 1,063 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

True Wealth Design first reported a position in OIS in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.2K in Q1 2026. 9 funds tracked by Wall St. Rank hold OIS as of Q3 2026.

  • True Wealth Design held 1,063 shares of Oil States International worth $8.45K as of Q3 2026.
  • True Wealth Design bought 28 Oil States International shares in Q3 2026, an estimated $236.
  • Oil States International made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1146 holding.
  • True Wealth Design first reported a position in Oil States International in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Oil States International position peaked at $12.2K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Oil States International as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.