AWM
OKLO

AE Wealth Management’s Oklo OKLO Stock Holding History

AE 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 		$1.99M Buy
38,188
+12,347
+48% +$771K 0.01% 658
2026
Q1 		$1.28M Sell
25,841
-9,280
-26% -$667K 0.01% 777
2025
Q4 		$2.52M Sell
35,121
-54,205
-61% -$6.04M 0.01% 548
2025
Q3 		$9.97M Buy
89,326
+6,995
+8% +$548K 0.06% 265
2025
Q2 		$4.61M Buy
82,331
+12,932
+19% +$499K 0.03% 363
2025
Q1 		$1.5M Buy
+69,399
New +$2.34M 0.01% 605

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

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

AE Wealth Management increased its Oklo (OKLO) stake by 48% in Q2 2026, buying an estimated $771K and bringing the position to 38,188 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #658.

AE Wealth Management first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.97M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • AE Wealth Management held 38,188 shares of Oklo worth $1.99M as of Q2 2026.
  • AE Wealth Management bought 12,347 Oklo shares in Q2 2026, an estimated $771K.
  • Oklo made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #658 holding.
  • AE Wealth Management first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • AE Wealth Management's Oklo position peaked at $9.97M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.