Laurel Oak Wealth Management
RUNN icon

Laurel Oak Wealth Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History

Laurel Oak Wealth Management’s Portfolio RUNN Stock Details RUNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$505K Sell
15,540
-124,344
-89% -$4.22M 0.07% 194
2026
Q2 		$4.53M Buy
139,884
+37,397
+36% +$1.22M 0.66% 36
2026
Q1 		$3.3M Buy
102,487
+55,917
+120% +$1.89M 0.55% 39
2025
Q4 		$1.55M Buy
+46,570
New +$1.56M 0.26% 70

Other funds holding RUNN

Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Heritage Wealth Architects
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

Laurel Oak Wealth Management's RUNN Position: Q3 2026 in Review

Laurel Oak Wealth Management reduced its Strategic Trust Running Oak Efficient Growth ETF (RUNN) stake by 89% in Q3 2026, selling an estimated $4.22M and leaving 15,540 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #194.

Laurel Oak Wealth Management first reported a position in RUNN in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.53M in Q2 2026. 41 funds tracked by Wall St. Rank hold RUNN as of Q3 2026.

  • Laurel Oak Wealth Management held 15,540 shares of Strategic Trust Running Oak Efficient Growth ETF worth $505K as of Q3 2026.
  • Laurel Oak Wealth Management sold 124,344 Strategic Trust Running Oak Efficient Growth ETF shares in Q3 2026, an estimated $4.22M.
  • Strategic Trust Running Oak Efficient Growth ETF made up 0.07% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Laurel Oak Wealth Management first reported a position in Strategic Trust Running Oak Efficient Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Laurel Oak Wealth Management's Strategic Trust Running Oak Efficient Growth ETF position peaked at $4.53M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Strategic Trust Running Oak Efficient Growth ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.