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OAKM

Sittner & Nelson’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sittner & Nelson’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 		$446K Buy
16,194
+2,987
+23% +$84.2K 0.16% 101
2025
Q4 		$383K Buy
13,207
+11,507
+677% +$312K 0.14% 108
2025
Q3 		$45.5K Sell
1,700
-4,765
-74% -$125K 0.02% 262
2025
Q2 		$166K Buy
6,465
+4,765
+280% +$115K 0.07% 158
2025
Q1 		$41.6K Buy
+1,700
New +$41.8K 0.02% 255

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

Sittner & Nelson's OAKM Position: Q1 2026 in Review

Sittner & Nelson increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 23% in Q1 2026, buying an estimated $84.2K and bringing the position to 16,194 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #101.

Sittner & Nelson first reported a position in OAKM in Q1 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • Sittner & Nelson held 16,194 shares of Oakmark U.S. Large Cap ETF worth $446K as of Q1 2026.
  • Sittner & Nelson bought 2,987 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $84.2K.
  • Oakmark U.S. Large Cap ETF made up 0.16% of Sittner & Nelson's portfolio in Q1 2026, its #101 holding.
  • Sittner & Nelson first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.