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

Maridea 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 Q2	$2.42M	Sell	85,899 -12,187	-12%	-$342K	0.26%	89
2026 Q1	$2.7M	Buy	98,086 +7,901	+9%	+$223K	0.39%	62
2025 Q4	$2.56M	Buy	90,185 +62,252	+223%	+$1.69M	0.38%	64
2025 Q3	$745K	Buy	27,933 +11,917	+74%	+$313K	0.12%	173
2025 Q2	$411K	Buy	+16,016	New	+$386K	0.11%	192

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Maridea Wealth Management's OAKM Position: Q2 2026 in Review

Maridea Wealth Management reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 12% in Q2 2026, selling an estimated $342K and leaving 85,899 shares worth $2.42M. The position accounts for 0.26% of the portfolio, ranked #89.

Maridea Wealth Management first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.7M in Q1 2026. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Maridea Wealth Management held 85,899 shares of Oakmark U.S. Large Cap ETF worth $2.42M as of Q2 2026.
Maridea Wealth Management sold 12,187 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $342K.
Oakmark U.S. Large Cap ETF made up 0.26% of Maridea Wealth Management's portfolio in Q2 2026, its #89 holding.
Maridea Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
Maridea Wealth Management's Oakmark U.S. Large Cap ETF position peaked at $2.7M in Q1 2026.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.