Horizon Wealth Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Horizon Wealth Management’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	$37.5M	Buy	1,359,970 +1,342,280	+7,588%	+$37.8M	5.5%	2
2025 Q4	$502K	Sell	17,690 -64,439	-78%	-$1.75M	0.08%	74
2025 Q3	$2.2M	Sell	82,129 -1,384,534	-94%	-$36.3M	0.32%	36
2025 Q2	$37.7M	Buy	+1,466,663	New	+$35.4M	6.61%	5

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 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 $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Horizon Wealth Management's OAKM Position: Q1 2026 in Review

Horizon Wealth Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 7,588% in Q1 2026, buying an estimated $37.8M and bringing the position to 1,359,970 shares worth $37.5M. The position accounts for 5.5% of the portfolio, ranked #2.

Horizon Wealth Management first reported a position in OAKM in Q2 2025 and has held it in 4 quarters since. The position peaked at $37.7M in Q2 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

Horizon Wealth Management held 1,359,970 shares of Oakmark U.S. Large Cap ETF worth $37.5M as of Q1 2026.
Horizon Wealth Management bought 1,342,280 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $37.8M.
Oakmark U.S. Large Cap ETF made up 5.5% of Horizon Wealth Management's portfolio in Q1 2026, its #2 holding.
Horizon Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
Horizon Wealth Management's Oakmark U.S. Large Cap ETF position peaked at $37.7M in Q2 2025.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.