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OAKMOAKM
6 quarters

Position history for MAI Capital ManagementMAI Capital Management's holdings in HARRIS OAKMARK ETF TRUST

Yes. MAI Capital Management holds 76,414 shares of OAKM, worth $2.2M, as of its Q2 2026 13F filing. It increased the position from 16,848 shares in Q1 2026. MAI Capital Management has held OAKM since Q1 2025, across 6 quarterly 13F filings.

Current Value

$2.2M

Current Shares

76,414

Total Value Change

+$2.1M

Total Shares Change

+76,214

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
76,414
+353.6%
$2.2M0.0%$28.17
42
2026-Q1
Decreased
16,848
-8.5%
$464,4050.0%$28.28
0
2025-Q4
Increased
18,421
+9110.5%
$522,4090.0%$28.54
39
2025-Q3
Unchanged
200
0.0%
$5,3560.0%$26.70
0
2025-Q2
Unchanged
200
0.0%
$5,1360.0%$25.44
0
2025-Q1
New
200
-
$4,8900.0%$24.05
23

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

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