Atria Investments, Inc OII — OCEANEERING INTL INC

Ownership history in Atria Investments, Inc  ·  7 quarters on record

AI Ownership Summary

Atria Investments, Inc reported OCEANEERING INTL INC (OII) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows OII at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in OCEANEERING INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

OII was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OII stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held OII — position size vs. price
% of Fund (quarterly)    OII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,620 +18 +0.3% 0.00% $245K 2026-10-15 $43.05
2026 Q2 REDUCED — — — 5,602 -205 -3.5% 0.00% $227K 2026-07-28 $47.99
2026 Q1 REDUCED 62.5% +11.4% ❌ 5,807 -9,669 -62.5% 0.00% $206K 2026-05-05 $37.66
2025 Q1 REDUCED 23.3% -5.0% ✅ 15,476 -4,696 -23.3% 0.00% $338K 2025-05-06 $18.57
2024 Q4 ADDED — — — 20,172 +814 +4.2% 0.01% $526K 2025-02-06 $24.66
2024 Q3 ADDED — — — 19,358 +8,453 +77.5% 0.01% $481K 2024-11-01 $24.44
2024 Q2 INITIATED — — — 10,905 — — 0.00% $258K 2024-08-13 $26.50

🏢 Other funds also holding OII

As of 2026 Q3 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 3.78% REINHART PARTNERS, LLC. 3Y 7Y 1.75% Veracity Capital LLC 3Y 0.16% Central Pacific Bank - Trust Division 0.1% Concurrent Investment Advisors, LLC 0.06% Annex Advisory Services, LLC 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.04% Hennion & Walsh Asset Management, Inc. 3Y 0.03% Essential Partners LLC 0.02% GAMMA Investing LLC 0.01%

FAQ About Atria Investments, Inc and OII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning OII?

Atria Investments, Inc reported OII across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported OII position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for OII was 0.01% in 2024 Q4.

What is the latest reported OII position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 5,620 shares, equal to 0.00% of portfolio, with an estimated market value of $245K.

What does the chart on this OII ownership page compare?

The chart compares Atria Investments, Inc's quarterly OII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their OII position?

Based on 13F filing dates vs. subsequent OII price moves, Atria Investments, Inc correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on OII relative to SPY over the holding period was +374.5%.

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