Sugar Maple Asset Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Sugar Maple Asset 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	$2.18M	Sell	77,466 -21,945	-22%	-$616K	1.41%	20
2026 Q1	$2.74M	Buy	99,411 +42,078	+73%	+$1.19M	1.66%	15
2025 Q4	$1.63M	Buy	57,333 +21,038	+58%	+$571K	1.09%	20
2025 Q3	$972K	Buy	36,295 +10,300	+40%	+$270K	0.7%	32
2025 Q2	$668K	Sell	25,995 -6,822	-21%	-$165K	0.52%	35
2025 Q1	$802K	Buy	+32,817	New	+$806K	0.63%	31

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sugar Maple Asset Management's OAKM Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 22% in Q2 2026, selling an estimated $616K and leaving 77,466 shares worth $2.18M. The position accounts for 1.41% of the portfolio, ranked #20.

Sugar Maple Asset Management first reported a position in OAKM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.74M in Q1 2026. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Sugar Maple Asset Management held 77,466 shares of Oakmark U.S. Large Cap ETF worth $2.18M as of Q2 2026.
Sugar Maple Asset Management sold 21,945 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $616K.
Oakmark U.S. Large Cap ETF made up 1.41% of Sugar Maple Asset Management's portfolio in Q2 2026, its #20 holding.
Sugar Maple Asset Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
Sugar Maple Asset Management's Oakmark U.S. Large Cap ETF position peaked at $2.74M in Q1 2026.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.