Northwestern Mutual Wealth Management
OAKM

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

Northwestern Mutual 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 		$379K Buy
+13,757
New +$388K ﹤0.01% 1666

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's OAKM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Oakmark U.S. Large Cap ETF (OAKM) in Q1 2026: 13,757 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #1666 among its holdings.

97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 13,757 shares of Oakmark U.S. Large Cap ETF worth $379K as of Q1 2026.
  • Oakmark U.S. Large Cap ETF was a new Northwestern Mutual Wealth Management position in Q1 2026.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1666 holding.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.