AWM
OKLO

Activest Wealth Management’s Oklo OKLO Stock Holding History

Activest Wealth Management’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-205
Closed -$12.8K – 1512
2026
Q1 		$10.2K Buy
205
+175
+583% +$12.6K ﹤0.01% 678
2025
Q4 		$2.15K Sell
30
-90
-75% -$10K ﹤0.01% 879
2025
Q3 		$13.4K Hold
120
– – ﹤0.01% 436
2025
Q2 		$6.72K Hold
120
– – ﹤0.01% 508
2025
Q1 		$2.6K Hold
120
– – ﹤0.01% 614
2024
Q4 		$2.55K Buy
+120
New +$2.33K ﹤0.01% 420

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Activest Wealth Management's OKLO Position: Q2 2026 in Review

Activest Wealth Management sold out of Oklo (OKLO) in Q2 2026, closing a stake of 205 shares — an estimated $12.8K sold.

Activest Wealth Management first reported a position in OKLO in Q4 2024 and held it in 6 quarters. The position peaked at $13.4K in Q3 2025. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Activest Wealth Management reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 205 Oklo shares in Q2 2026, an estimated $12.8K.
  • Activest Wealth Management first reported a position in Oklo in Q4 2024 and held it in 6 quarters.
  • Activest Wealth Management's Oklo position peaked at $13.4K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.