NorthRock Partners’s United States Oil Fund USO Stock Holding History

NorthRock Partners’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	–	Sell	-1,846	Closed	-$235K	–	735
2026 Q1	$235K	Buy	+1,846	New	+$164K	﹤0.01%	589

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

NorthRock Partners's USO Position: Q2 2026 in Review

NorthRock Partners sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 1,846 shares — an estimated $235K sold.

NorthRock Partners first reported a position in USO in Q1 2026 and held it in 1 quarter. The position peaked at $235K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

NorthRock Partners reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
NorthRock Partners sold 1,846 United States Oil Fund shares in Q2 2026, an estimated $235K.
NorthRock Partners first reported a position in United States Oil Fund in Q1 2026 and held it in 1 quarter.
NorthRock Partners's United States Oil Fund position peaked at $235K in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.