GRP
OAKM

Global Retirement Partners’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Global Retirement Partners’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
2025
Q4 		$285K Sell
10,044
-723
-7% -$19.6K 0.01% 1267
2025
Q3 		$288K Buy
10,767
+2,187
+25% +$57.4K 0.01% 994
2025
Q2 		$220K Buy
+8,580
New +$207K 0.01% 1037

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Global Retirement Partners's OAKM Position: Q4 2025 in Review

Global Retirement Partners reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 6.7% in Q4 2025, selling an estimated $19.6K and leaving 10,044 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1267.

Global Retirement Partners first reported a position in OAKM in Q2 2025 and has held it in 3 quarters since. The position peaked at $288K in Q3 2025. 90 funds tracked by Wall St. Rank hold OAKM as of Q4 2025.

  • Global Retirement Partners held 10,044 shares of Oakmark U.S. Large Cap ETF worth $285K as of Q4 2025.
  • Global Retirement Partners sold 723 Oakmark U.S. Large Cap ETF shares in Q4 2025, an estimated $19.6K.
  • Oakmark U.S. Large Cap ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1267 holding.
  • Global Retirement Partners first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Oakmark U.S. Large Cap ETF position peaked at $288K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.