CWM
OKLO

Circle Wealth Management’s Oklo OKLO Stock Holding History

Circle 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
Q1 		$291K Buy
5,866
+470
+9% +$33.8K ﹤0.01% 235
2025
Q4 		$387K Buy
5,396
+35
+0.7% +$3.9K 0.01% 196
2025
Q3 		$598K Sell
5,361
-659
-11% -$51.6K 0.01% 160
2025
Q2 		$337K Buy
+6,020
New +$232K 0.01% 189

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Circle Wealth Management's OKLO Position: Q1 2026 in Review

Circle Wealth Management increased its Oklo (OKLO) stake by 8.7% in Q1 2026, buying an estimated $33.8K and bringing the position to 5,866 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Circle Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $598K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Circle Wealth Management held 5,866 shares of Oklo worth $291K as of Q1 2026.
  • Circle Wealth Management bought 470 Oklo shares in Q1 2026, an estimated $33.8K.
  • Oklo made up ﹤0.01% of Circle Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Circle Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Circle Wealth Management's Oklo position peaked at $598K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.