Apexium Financial’s Oklo OKLO Stock Holding History

Apexium Financial’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
2025 Q3	$447K	Buy	4,000 +225	+6%	+$17.6K	0.02%	207
2025 Q2	$211K	Buy	+3,775	New	+$146K	0.01%	268

Other funds holding OKLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apexium Financial's OKLO Position: Q3 2025 in Review

Apexium Financial increased its Oklo (OKLO) stake by 6% in Q3 2025, buying an estimated $17.6K and bringing the position to 4,000 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #207.

Apexium Financial first reported a position in OKLO in Q2 2025 and has held it in 2 quarters since. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

Apexium Financial held 4,000 shares of Oklo worth $447K as of Q3 2025.
Apexium Financial bought 225 Oklo shares in Q3 2025, an estimated $17.6K.
Oklo made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #207 holding.
Apexium Financial first reported a position in Oklo in Q2 2025 and has held it in 2 quarters since.
639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.