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Mosaic Family Wealth Partners’s Oneok OKE Stock Holding History

Mosaic Family Wealth Partners’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 		$1.3M Buy
14,896
+4,677
+46% +$412K 0.09% 184
2026
Q1 		$924K Sell
10,219
-679
-6% -$55.9K 0.09% 118
2025
Q4 		$801K Sell
10,898
-6
-0.1% -$425 0.09% 111
2025
Q3 		$797K Sell
10,904
-1,150
-10% -$88.1K 0.09% 102
2025
Q2 		$984K Sell
12,054
-438
-4% -$36.5K 0.13% 83
2025
Q1 		$1.24M Buy
12,492
+178
+1% +$17.7K 0.18% 64
2024
Q4 		$1.24M Sell
12,314
-214
-2% -$21.9K 0.18% 60
2024
Q3 		$1.14M Hold
12,528
– – 0.17% 68
2024
Q2 		$1.02M Sell
12,528
-137
-1% -$10.9K 0.16% 71
2024
Q1 		$1.02M Buy
12,665
+26
+0.2% +$1.9K 0.17% 70
2023
Q4 		$887K Buy
12,639
+27
+0.2% +$1.81K 0.15% 79
2023
Q3 		$800K Buy
12,612
+7,896
+167% +$516K 0.16% 81
2023
Q2 		$291K Buy
4,716
+21
+0.4% +$1.3K 0.06% 146
2023
Q1 		$298K Buy
4,695
+24
+0.5% +$1.59K 0.06% 139
2022
Q4 		$307K Buy
+4,671
New +$287K 0.09% 138

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $59.9B AUM 27.01% 1-Year Est. Return

Mosaic Family Wealth Partners's OKE Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Oneok (OKE) stake by 46% in Q2 2026, buying an estimated $412K and bringing the position to 14,896 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #184.

Mosaic Family Wealth Partners first reported a position in OKE in Q4 2022 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Mosaic Family Wealth Partners held 14,896 shares of Oneok worth $1.3M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 4,677 Oneok shares in Q2 2026, an estimated $412K.
  • Oneok made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #184 holding.
  • Mosaic Family Wealth Partners first reported a position in Oneok in Q4 2022 and has held it in 15 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.