ACM
OAKI

Appalachian Capital Management’s Oakmark International Large Cap ETF OAKI Stock Holding History

Appalachian Capital Management’s Portfolio OAKI Stock Details OAKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.8M Buy
341,539
+3,085
+0.9% +$78.3K 6.38% 6
2026
Q1 		$8.14M Buy
338,454
+18,366
+6% +$474K 6.52% 6
2025
Q4 		$8.23M Buy
+320,088
New +$8.19M 6.59% 5

Other funds holding OAKI

NIM
Natixis Investment Managers Boston, Massachusetts $173M AUM
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Appalachian Capital Management's OAKI Position: Q2 2026 in Review

Appalachian Capital Management increased its Oakmark International Large Cap ETF (OAKI) stake by 0.91% in Q2 2026, buying an estimated $78.3K and bringing the position to 341,539 shares worth $8.8M. The position accounts for 6.38% of the portfolio, ranked #6.

Appalachian Capital Management first reported a position in OAKI in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold OAKI as of Q2 2026.

  • Appalachian Capital Management held 341,539 shares of Oakmark International Large Cap ETF worth $8.8M as of Q2 2026.
  • Appalachian Capital Management bought 3,085 Oakmark International Large Cap ETF shares in Q2 2026, an estimated $78.3K.
  • Oakmark International Large Cap ETF made up 6.38% of Appalachian Capital Management's portfolio in Q2 2026, its #6 holding.
  • Appalachian Capital Management first reported a position in Oakmark International Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Oakmark International Large Cap ETF as of Q2 2026.

Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.