AEPWM
OKLO

Atlantic Edge Private Wealth Management’s Oklo OKLO Stock Holding History

Atlantic Edge Private 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 		$2.62K Sell
50
-25
-33% -$1.56K ﹤0.01% 542
2026
Q1 		$3.72K Sell
75
-50
-40% -$3.6K ﹤0.01% 487
2025
Q4 		$8.97K Sell
125
-75
-38% -$8.36K ﹤0.01% 390
2025
Q3 		$22.3K Buy
200
+75
+60% +$5.87K 0.01% 298
2025
Q2 		$7K Buy
+125
New +$4.82K ﹤0.01% 396

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

Atlantic Edge Private Wealth Management's OKLO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Oklo (OKLO) stake by 33% in Q2 2026, selling an estimated $1.56K and leaving 50 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Atlantic Edge Private Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.3K in Q3 2025. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 50 shares of Oklo worth $2.62K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 25 Oklo shares in Q2 2026, an estimated $1.56K.
  • Oklo made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Edge Private Wealth Management's Oklo position peaked at $22.3K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.