1IA
OAKM

1620 Investment Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

1620 Investment Advisors’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Buy
+13,356
New +$375K 0.23% 117
2026
Q1 		– Sell
-10
Closed -$284 – 674
2025
Q4 		$284 Hold
10
– – ﹤0.01% 632
2025
Q3 		$268 Hold
10
– – ﹤0.01% 632
2025
Q2 		$257 Hold
10
– – ﹤0.01% 659
2025
Q1 		$245 Hold
10
– – ﹤0.01% 661
2024
Q4 		$235 Buy
+10
New +$240 ﹤0.01% 679

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM

1620 Investment Advisors's OAKM Position: Q2 2026 in Review

1620 Investment Advisors opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q2 2026: 13,356 shares worth $376K. The stake represents 0.23% of the portfolio and ranks #117 among its holdings. This is a return to the name: 1620 Investment Advisors previously reported a position in OAKM as recently as Q4 2025.

1620 Investment Advisors first reported a position in OAKM in Q4 2024 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • 1620 Investment Advisors held 13,356 shares of Oakmark U.S. Large Cap ETF worth $376K as of Q2 2026.
  • Oakmark U.S. Large Cap ETF was a new 1620 Investment Advisors position in Q2 2026.
  • Oakmark U.S. Large Cap ETF made up 0.23% of 1620 Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • 1620 Investment Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.