Back to &PARTNERS &PARTNERS

OAKMOAKM
6 quarters

Position history for &PARTNERS&PARTNERS's holdings in HARRIS OAKMARK ETF TRUST

Yes. &Partners holds 227,913 shares of OAKM, worth $6.4M, as of its Q2 2026 13F filing. It increased the position by 34,382 shares (+17.8%) from Q1 2026. &Partners has held OAKM since Q1 2025, across 6 quarterly 13F filings.

Current Value

$6.4M

Current Shares

227,913

Total Value Change

+$5M

Total Shares Change

+171,209

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
227,913
+17.8%
$6.4M0.0%$28.17
32
2026-Q1
Increased
193,531
+0.3%
$5.3M0.0%$28.28
27
2025-Q4
Increased
193,043
+35.9%
$5.8M0.0%$28.54
35
2025-Q3
Increased
142,025
+5.5%
$3.8M0.0%$26.70
28
2025-Q2
Increased
134,641
+137.4%
$3.5M0.0%$25.44
43
2025-Q1
New
56,704
-
$1.4M0.0%$24.05
35

Other major holders of OAKM: Cerity Partners LLC, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used