Harbor Investment Advisory’s Oakmark Global Large Cap ETF OAKG Stock Holding History

Harbor Investment Advisory’s Portfolio OAKG Stock Details OAKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.1K	Hold	1,000	–	–	﹤0.01%	896
2026 Q1	$24.3K	Buy	+1,000	New	+$25.8K	﹤0.01%	755

Other funds holding OAKG

NIM

Natixis Investment Managers Boston, Massachusetts $173M AUM

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

BFP

Birchwood Financial Partners Bloomington, Minnesota $122M AUM

Harbor Investment Advisory's OAKG Position: Q2 2026 in Review

Harbor Investment Advisory held its Oakmark Global Large Cap ETF (OAKG) position steady in Q2 2026 at 1,000 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Harbor Investment Advisory first reported a position in OAKG in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold OAKG as of Q2 2026.

Harbor Investment Advisory held 1,000 shares of Oakmark Global Large Cap ETF worth $25.1K as of Q2 2026.
Harbor Investment Advisory left its Oakmark Global Large Cap ETF share count unchanged in Q2 2026.
Oakmark Global Large Cap ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #896 holding.
Harbor Investment Advisory first reported a position in Oakmark Global Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Oakmark Global Large Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.