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OAKM

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

NewEdge 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 		$9.1K Buy
323
+232
+255% +$6.51K ﹤0.01% 3562
2026
Q1 		$2.51K Buy
+91
New +$2.56K ﹤0.01% 3759

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

NewEdge Advisors's OAKM Position: Q2 2026 in Review

NewEdge Advisors increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 255% in Q2 2026, buying an estimated $6.51K and bringing the position to 323 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

NewEdge Advisors first reported a position in OAKM in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • NewEdge Advisors held 323 shares of Oakmark U.S. Large Cap ETF worth $9.1K as of Q2 2026.
  • NewEdge Advisors bought 232 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $6.51K.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3562 holding.
  • NewEdge Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.