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Independent Solutions Wealth Management’s Oneok OKE Stock Holding History

Independent Solutions 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 		$465K Buy
5,349
+5
+0.1% +$440 0.06% 148
2026
Q1 		$483K Buy
+5,344
New +$440K 0.07% 140

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Independent Solutions Wealth Management's OKE Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Oneok (OKE) stake by 0.09% in Q2 2026, buying an estimated $440 and bringing the position to 5,349 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #148.

Independent Solutions Wealth Management first reported a position in OKE in Q1 2026 and has held it in 2 quarters since. The position peaked at $483K in Q1 2026. 1,659 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Independent Solutions Wealth Management held 5,349 shares of Oneok worth $465K as of Q2 2026.
  • Independent Solutions Wealth Management bought 5 Oneok shares in Q2 2026, an estimated $440.
  • Oneok made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Independent Solutions Wealth Management first reported a position in Oneok in Q1 2026 and has held it in 2 quarters since.
  • Independent Solutions Wealth Management's Oneok position peaked at $483K in Q1 2026.
  • 1,659 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.