CAWM
OKLO

Capital Advisors Wealth Management’s Oklo OKLO Stock Holding History

Capital Advisors 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
-2,900
Closed -$324K – 229
2025
Q3 		$324K Buy
+2,900
New +$227K 0.05% 161

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Advisors Wealth Management's OKLO Position: Q4 2025 in Review

Capital Advisors Wealth Management sold out of Oklo (OKLO) in Q4 2025, closing a stake of 2,900 shares — an estimated $324K sold.

Capital Advisors Wealth Management first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $324K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Capital Advisors Wealth Management reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 2,900 Oklo shares in Q4 2025, an estimated $324K.
  • Capital Advisors Wealth Management first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Oklo position peaked at $324K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.