SWP
OAKM

Stone Wealth Partners’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Stone Wealth Partners’s Portfolio OAKM Stock Details OAKM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$279K Hold
2025
Q4 		$287K Buy