AWM
OKLO

Axxcess Wealth Management’s Oklo OKLO Stock Holding History

Axxcess 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 		$872K Buy
+16,672
New +$1.04M 0.01% 562
2026
Q1 		– Sell
-16,810
Closed -$1.21M – 1037
2025
Q4 		$1.21M Hold
16,810
– – 0.02% 477
2025
Q3 		$1.88M Sell
16,810
-4,000
-19% -$313K 0.04% 329
2025
Q2 		$1.17M Buy
+20,810
New +$803K 0.03% 392

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

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

Axxcess Wealth Management opened a new position in Oklo (OKLO) in Q2 2026: 16,672 shares worth $872K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in OKLO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.88M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Axxcess Wealth Management held 16,672 shares of Oklo worth $872K as of Q2 2026.
  • Oklo was a new Axxcess Wealth Management position in Q2 2026.
  • Oklo made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #562 holding.
  • Axxcess Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's Oklo position peaked at $1.88M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.