AWM
OKLO

Atticus Wealth Management’s Oklo OKLO Stock Holding History

Atticus 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
2025
Q3 		– Sell
-600
Closed -$33.6K – 667
2025
Q2 		$33.6K Hold
600
– – 0.01% 362
2025
Q1 		$13K Sell
600
-400
-40% -$13.5K ﹤0.01% 359
2024
Q4 		$21.2K Hold
1,000
– – 0.01% 325
2024
Q3 		$8.09K Buy
+1,000
New +$7.53K ﹤0.01% 408

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atticus Wealth Management's OKLO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Oklo (OKLO) in Q3 2025, closing a stake of 600 shares — an estimated $33.6K sold.

Atticus Wealth Management first reported a position in OKLO in Q3 2024 and held it in 4 quarters. The position peaked at $33.6K in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

  • Atticus Wealth Management reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 600 Oklo shares in Q3 2025, an estimated $33.6K.
  • Atticus Wealth Management first reported a position in Oklo in Q3 2024 and held it in 4 quarters.
  • Atticus Wealth Management's Oklo position peaked at $33.6K in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.