BHWM
OKLO

Beaird Harris Wealth Management’s Oklo OKLO Stock Holding History

Beaird Harris 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
Q4 		– Sell
-2,000
Closed -$223K – 763
2025
Q3 		$223K Hold
2,000
– – 0.02% 125
2025
Q2 		$112K Buy
+2,000
New +$77.1K 0.01% 172

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beaird Harris Wealth Management's OKLO Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Oklo (OKLO) in Q4 2025, closing a stake of 2,000 shares — an estimated $223K sold.

Beaird Harris Wealth Management first reported a position in OKLO in Q2 2025 and held it in 2 quarters. The position peaked at $223K in Q3 2025. 682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2,000 Oklo shares in Q4 2025, an estimated $223K.
  • Beaird Harris Wealth Management first reported a position in Oklo in Q2 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Oklo position peaked at $223K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.