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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
Q2 		$340K Sell
3,910
-40
-1% -$3.52K 0.01% 279
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
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

Quotient Wealth Partners's OKE Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Oneok (OKE) stake by 1% in Q2 2026, selling an estimated $3.52K and leaving 3,910 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #279.

Quotient Wealth Partners first reported a position in OKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q4 2023. 1,658 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Quotient Wealth Partners held 3,910 shares of Oneok worth $340K as of Q2 2026.
  • Quotient Wealth Partners sold 40 Oneok shares in Q2 2026, an estimated $3.52K.
  • Oneok made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #279 holding.
  • Quotient Wealth Partners first reported a position in Oneok in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Oneok position peaked at $1M in Q4 2023.
  • 1,658 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.