SCM
OAKM

Sage Capital Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sage Capital 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 		$332K Buy
11,800
+1,000
+9% +$28.1K 0.13% 117
2026
Q1 		$298K Buy
10,800
+300
+3% +$8.45K 0.14% 126
2025
Q4 		$298K Hold
10,500
– – 0.14% 119
2025
Q3 		$281K Hold
10,500
– – 0.13% 126
2025
Q2 		$270K Buy
+10,500
New +$253K 0.13% 121

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
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sage Capital Management's OAKM Position: Q2 2026 in Review

Sage Capital Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 9.3% in Q2 2026, buying an estimated $28.1K and bringing the position to 11,800 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #117.

Sage Capital Management first reported a position in OAKM in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

  • Sage Capital Management held 11,800 shares of Oakmark U.S. Large Cap ETF worth $332K as of Q2 2026.
  • Sage Capital Management bought 1,000 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $28.1K.
  • Oakmark U.S. Large Cap ETF made up 0.13% of Sage Capital Management's portfolio in Q2 2026, its #117 holding.
  • Sage Capital Management first reported a position in Oakmark U.S. Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.