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OAKM

Nautilus Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Nautilus Advisors’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 		$519K Sell
17,830
-26,343
-60% -$739K 0.31% 95
2026
Q1 		$1.22M Buy
44,173
+3,142
+8% +$88.5K 0.84% 28
2025
Q4 		$1.16M Buy
41,031
+17,589
+75% +$478K 0.76% 34
2025
Q3 		$628K Buy
+23,442
New +$615K 0.42% 68

Other funds holding OAKM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
SWP
Stone Wealth Partners Lafayette, Louisiana $137M AUM

Nautilus Advisors's OAKM Position: Q2 2026 in Review

Nautilus Advisors reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 60% in Q2 2026, selling an estimated $739K and leaving 17,830 shares worth $519K. The position accounts for 0.31% of the portfolio, ranked #95.

Nautilus Advisors first reported a position in OAKM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 15 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Nautilus Advisors held 17,830 shares of Oakmark U.S. Large Cap ETF worth $519K as of Q2 2026.
  • Nautilus Advisors sold 26,343 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $739K.
  • Oakmark U.S. Large Cap ETF made up 0.31% of Nautilus Advisors's portfolio in Q2 2026, its #95 holding.
  • Nautilus Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Nautilus Advisors's Oakmark U.S. Large Cap ETF position peaked at $1.22M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.