RIL
OAKM

Rothschild Investment LLC’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Rothschild Investment LLC’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 		$56.3K Hold
2,000
– – ﹤0.01% 1215
2026
Q1 		$55.1K Hold
2,000
– – ﹤0.01% 1083
2025
Q4 		$56.7K Hold
2,000
– – ﹤0.01% 987
2025
Q3 		$53.6K Hold
2,000
– – ﹤0.01% 969
2025
Q2 		$51.4K Hold
2,000
– – ﹤0.01% 776
2025
Q1 		$48.9K Hold
2,000
– – ﹤0.01% 770
2024
Q4 		$47K Buy
+2,000
New +$48.1K ﹤0.01% 791

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

Rothschild Investment LLC's OAKM Position: Q2 2026 in Review

Rothschild Investment LLC held its Oakmark U.S. Large Cap ETF (OAKM) position steady in Q2 2026 at 2,000 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Rothschild Investment LLC first reported a position in OAKM in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.7K in Q4 2025. 79 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Rothschild Investment LLC held 2,000 shares of Oakmark U.S. Large Cap ETF worth $56.3K as of Q2 2026.
  • Rothschild Investment LLC left its Oakmark U.S. Large Cap ETF share count unchanged in Q2 2026.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1215 holding.
  • Rothschild Investment LLC first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Oakmark U.S. Large Cap ETF position peaked at $56.7K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.