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Robertson Stephens Wealth Management’s Oneok OKE Stock Holding History

Robertson Stephens Wealth Management’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 		$334K Sell
3,846
-1,002
-21% -$88.3K 0.01% 504
2026
Q1 		$438K Buy
4,848
+11
+0.2% +$906 0.01% 444
2025
Q4 		$356K Buy
4,837
+1,029
+27% +$72.9K 0.01% 495
2025
Q3 		$278K Sell
3,808
-84
-2% -$6.43K 0.01% 458
2025
Q2 		$318K Sell
3,892
-191
-5% -$15.9K 0.01% 448
2025
Q1 		$405K Buy
+4,083
New +$405K 0.01% 397
2024
Q4 		– Sell
-6,159
Closed -$561K – 618
2024
Q3 		$561K Sell
6,159
-202
-3% -$17.6K 0.02% 386
2024
Q2 		$519K Sell
6,361
-2,209
-26% -$176K 0.03% 328
2024
Q1 		$687K Buy
8,570
+77
+0.9% +$5.62K 0.04% 290
2023
Q4 		$596K Sell
8,493
-2,024
-19% -$136K 0.04% 283
2023
Q3 		$667K Buy
+10,517
New +$687K 0.05% 258

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

Robertson Stephens Wealth Management's OKE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Oneok (OKE) stake by 21% in Q2 2026, selling an estimated $88.3K and leaving 3,846 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #504.

Robertson Stephens Wealth Management first reported a position in OKE in Q3 2023 and has held it in 11 quarters since. The position peaked at $687K in Q1 2024. 1,653 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,846 shares of Oneok worth $334K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,002 Oneok shares in Q2 2026, an estimated $88.3K.
  • Oneok made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Robertson Stephens Wealth Management first reported a position in Oneok in Q3 2023 and has held it in 11 quarters since.
  • Robertson Stephens Wealth Management's Oneok position peaked at $687K in Q1 2024.
  • 1,653 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.