CWIG
OKLO

Chung Wu Investment Group’s Oklo OKLO Stock Holding History

Chung Wu Investment Group’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 		$5.23K Hold
100
– – ﹤0.01% 251
2026
Q1 		$4.96K Sell
100
-160
-62% -$11.5K ﹤0.01% 229
2025
Q4 		$18.7K Sell
260
-2,920
-92% -$326K 0.02% 185
2025
Q3 		$355K Buy
+3,180
New +$249K 0.3% 69

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

Chung Wu Investment Group's OKLO Position: Q2 2026 in Review

Chung Wu Investment Group held its Oklo (OKLO) position steady in Q2 2026 at 100 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Chung Wu Investment Group first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $355K in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Chung Wu Investment Group held 100 shares of Oklo worth $5.23K as of Q2 2026.
  • Chung Wu Investment Group left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #251 holding.
  • Chung Wu Investment Group first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's Oklo position peaked at $355K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.