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Diversify Wealth Management’s Oneok OKE Stock Holding History

Diversify Wealth Management’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
21,829
+767
+4% +$67.6K 0.03% 424
2026
Q1 		$1.88M Buy
+21,062
New +$1.73M 0.03% 401
2024
Q3 		– Sell
-4,415
Closed -$347K – 490
2024
Q2 		$347K Buy
+4,415
New +$353K 0.04% 333

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Diversify Wealth Management's OKE Position: Q2 2026 in Review

Diversify Wealth Management increased its Oneok (OKE) stake by 3.6% in Q2 2026, buying an estimated $67.6K and bringing the position to 21,829 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #424.

Diversify Wealth Management first reported a position in OKE in Q2 2024 and has held it in 3 quarters since. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Diversify Wealth Management held 21,829 shares of Oneok worth $1.95M as of Q2 2026.
  • Diversify Wealth Management bought 767 Oneok shares in Q2 2026, an estimated $67.6K.
  • Oneok made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Diversify Wealth Management first reported a position in Oneok in Q2 2024 and has held it in 3 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.