Quotient Wealth Partners’s Oneok OKE Stock Holding History

Quotient 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 Q1	$357K	Buy	3,950 +399	+11%	+$32.9K	0.01%	253
2025 Q4	$261K	Sell	3,551 -20	-0.6%	-$1.42K	0.01%	301
2025 Q3	$261K	Sell	3,571 -524	-13%	-$40.1K	0.01%	297
2025 Q2	$334K	Sell	4,095 -137	-3%	-$11.4K	0.01%	254
2025 Q1	$420K	Buy	4,232 +52	+1%	+$5.16K	0.01%	200
2024 Q4	$420K	Sell	4,180 -14	-0.3%	-$1.43K	0.01%	197
2024 Q3	$382K	Sell	4,194 -632	-13%	-$55K	0.01%	209
2024 Q2	$394K	Sell	4,826 -3,749	-44%	-$299K	0.01%	200
2024 Q1	$687K	Sell	8,575 -5,723	-40%	-$418K	0.02%	142
2023 Q4	$1M	Buy	+14,298	New	+$958K	0.04%	117

Other funds holding OKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Quotient Wealth Partners's OKE Position: Q1 2026 in Review

Quotient Wealth Partners increased its Oneok (OKE) stake by 11% in Q1 2026, buying an estimated $32.9K and bringing the position to 3,950 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #253.

Quotient Wealth Partners first reported a position in OKE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1M in Q4 2023. 1,680 funds tracked by Wall St. Rank hold OKE as of Q1 2026.

Quotient Wealth Partners held 3,950 shares of Oneok worth $357K as of Q1 2026.
Quotient Wealth Partners bought 399 Oneok shares in Q1 2026, an estimated $32.9K.
Oneok made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #253 holding.
Quotient Wealth Partners first reported a position in Oneok in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Oneok position peaked at $1M in Q4 2023.
1,680 funds tracked by Wall St. Rank held Oneok as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.