Ehrlich Financial Group’s United States Oil Fund USO Stock Holding History

Ehrlich Financial Group’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$678K	Buy	+6,371	New	+$835K	0.35%	67

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Ehrlich Financial Group's USO Position: Q2 2026 in Review

Ehrlich Financial Group opened a new position in United States Oil Fund (USO) in Q2 2026: 6,371 shares worth $678K. The stake represents 0.35% of the portfolio and ranks #67 among its holdings.

172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Ehrlich Financial Group held 6,371 shares of United States Oil Fund worth $678K as of Q2 2026.
United States Oil Fund was a new Ehrlich Financial Group position in Q2 2026.
United States Oil Fund made up 0.35% of Ehrlich Financial Group's portfolio in Q2 2026, its #67 holding.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.