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
Q2 		$356K Buy
6,809
+943
+16% +$58.9K ﹤0.01% 217
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

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

Circle Wealth Management's OKLO Position: Q2 2026 in Review

Circle Wealth Management increased its Oklo (OKLO) stake by 16% in Q2 2026, buying an estimated $58.9K and bringing the position to 6,809 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Circle Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $598K in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Circle Wealth Management held 6,809 shares of Oklo worth $356K as of Q2 2026.
  • Circle Wealth Management bought 943 Oklo shares in Q2 2026, an estimated $58.9K.
  • Oklo made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Circle Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Circle Wealth Management's Oklo position peaked at $598K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.