Bogart Wealth LLC’s Oklo OKLO Stock Holding History

Bogart Wealth LLC’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	$26.2K	Buy	500 +134	+37%	+$8.36K	﹤0.01%	712
2026 Q1	$18.1K	Buy	366 +52	+17%	+$3.74K	﹤0.01%	750
2025 Q4	$22.5K	Buy	314 +231	+278%	+$25.8K	﹤0.01%	646
2025 Q3	$9.27K	Buy	+83	New	+$6.5K	﹤0.01%	845

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's OKLO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Oklo (OKLO) stake by 37% in Q2 2026, buying an estimated $8.36K and bringing the position to 500 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Bogart Wealth LLC first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Bogart Wealth LLC held 500 shares of Oklo worth $26.2K as of Q2 2026.
Bogart Wealth LLC bought 134 Oklo shares in Q2 2026, an estimated $8.36K.
Oklo made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #712 holding.
Bogart Wealth LLC first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.