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Live Oak Investment Partners → MS-PQ

Live Oak Investment Partners MS-PQ Position History

MS-PQ

Quarters held
4
Latest value
$11.8M
Q3 2026
Peak value
$12.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.6M
Q1 2026$11.9M
Q2 2026$12.3M
Q3 2026$11.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.8M245.5K——
Q2 2026$12.3M242.5K——
Q1 2026$11.9M234.7K——
Q4 2025$8.6M167.2K——

Other funds holding MS-PQ

Other Live Oak Investment Partners positions

OKE

PGIM ETF TR

$16.6M
VGES

VANGUARD TAX-MANAGED FDS

$15.1M
VGES

VANGUARD TAX-MANAGED FDS

$15.1M
VGES

VANGUARD TAX-MANAGED FDS

$13.2M
VGES

VANGUARD TAX-MANAGED FDS

$12.4M
VGES

VANGUARD TAX-MANAGED FDS

$12M
OKE

PGIM ETF TR

$11.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.9M