CCWM
OKLO

Cassaday & Co Wealth Management’s Oklo OKLO Stock Holding History

Cassaday & Co 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 		$122K Sell
2,322
-45
-2% -$2.81K ﹤0.01% 434
2026
Q1 		$117K Buy
+2,367
New +$170K ﹤0.01% 424
2025
Q4 		– Sell
-2,267
Closed -$253K – 364
2025
Q3 		$253K Buy
+2,267
New +$178K 0.01% 302

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

Cassaday & Co Wealth Management's OKLO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Oklo (OKLO) stake by 1.9% in Q2 2026, selling an estimated $2.81K and leaving 2,322 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Cassaday & Co Wealth Management first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q3 2025. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,322 shares of Oklo worth $122K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 45 Oklo shares in Q2 2026, an estimated $2.81K.
  • Oklo made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Cassaday & Co Wealth Management first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Oklo position peaked at $253K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.