CIA
OAKM

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
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
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return