Adams Wealth Management’s Oklo OKLO Stock Holding History

Adams 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 Q1	–	Sell	-7,797	Closed	-$561K	–	185
2025 Q4	$561K	Hold	7,797	–	–	0.12%	86
2025 Q3	$863K	Hold	7,797	–	–	0.18%	72
2025 Q2	$437K	Buy	+7,797	New	+$301K	0.08%	104

Other funds holding OKLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Defiance ETFs New York $7.37B AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Adams Wealth Management's OKLO Position: Q1 2026 in Review

Adams Wealth Management sold out of Oklo (OKLO) in Q1 2026, closing a stake of 7,797 shares — an estimated $561K sold.

Adams Wealth Management first reported a position in OKLO in Q2 2025 and held it in 3 quarters. The position peaked at $863K in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

Adams Wealth Management reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
Adams Wealth Management sold 7,797 Oklo shares in Q1 2026, an estimated $561K.
Adams Wealth Management first reported a position in Oklo in Q2 2025 and held it in 3 quarters.
Adams Wealth Management's Oklo position peaked at $863K in Q3 2025.
678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.