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

Choate 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	$164M	Sell	5,819,404 -274,705	-5%	-$7.71M	2.88%	6
2026 Q1	$168M	Sell	6,094,109 -2,932,101	-32%	-$82.6M	3.29%	5
2025 Q4	$256M	Sell	9,026,210 -645,901	-7%	-$17.5M	5.02%	2
2025 Q3	$259M	Buy	9,672,111 +379,779	+4%	+$9.96M	5.36%	2
2025 Q2	$239M	Buy	+9,292,332	New	+$224M	5.17%	2

Other funds holding OAKM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

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

Choate Investment Advisors reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 4.5% in Q2 2026, selling an estimated $7.71M and leaving 5,819,404 shares worth $164M. The position accounts for 2.88% of the portfolio, ranked #6.

Choate Investment Advisors first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. The position peaked at $259M in Q3 2025. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Choate Investment Advisors held 5,819,404 shares of Oakmark U.S. Large Cap ETF worth $164M as of Q2 2026.
Choate Investment Advisors sold 274,705 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $7.71M.
Oakmark U.S. Large Cap ETF made up 2.88% of Choate Investment Advisors's portfolio in Q2 2026, its #6 holding.
Choate Investment Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
Choate Investment Advisors's Oakmark U.S. Large Cap ETF position peaked at $259M in Q3 2025.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.