HAIM
OAKM

Hunter Associates Investment Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Hunter Associates Investment 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
Q2 		$373K Buy
13,300
+4,600
+53% +$129K 0.04% 237
2026
Q1 		$241K Buy
+8,700
New +$245K 0.03% 252

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Hunter Associates Investment Management's OAKM Position: Q2 2026 in Review

Hunter Associates Investment Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 53% in Q2 2026, buying an estimated $129K and bringing the position to 13,300 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #237.

Hunter Associates Investment Management first reported a position in OAKM in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Hunter Associates Investment Management held 13,300 shares of Oakmark U.S. Large Cap ETF worth $373K as of Q2 2026.
  • Hunter Associates Investment Management bought 4,600 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $129K.
  • Oakmark U.S. Large Cap ETF made up 0.04% of Hunter Associates Investment Management's portfolio in Q2 2026, its #237 holding.
  • Hunter Associates Investment Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.