Corient Private Wealth
OAKM

Corient Private Wealth’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Corient Private Wealth’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 		$1.12M Sell
40,464
-95,114
-70% -$2.68M ﹤0.01% 1601
2025
Q4 		$3.84M Buy
135,578
+71,039
+110% +$1.93M ﹤0.01% 1183
2025
Q3 		$1.73M Buy
+64,539
New +$1.69M ﹤0.01% 1136

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $59.8B 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

Corient Private Wealth's OAKM Position: Q1 2026 in Review

Corient Private Wealth reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 70% in Q1 2026, selling an estimated $2.68M and leaving 40,464 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Corient Private Wealth first reported a position in OAKM in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.84M in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Corient Private Wealth held 40,464 shares of Oakmark U.S. Large Cap ETF worth $1.12M as of Q1 2026.
  • Corient Private Wealth sold 95,114 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $2.68M.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1601 holding.
  • Corient Private Wealth first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Oakmark U.S. Large Cap ETF position peaked at $3.84M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.