CWM
OKLO

Copia Wealth Management’s Oklo OKLO Stock Holding History

Copia 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 		$73.3K Buy
1,400
+265
+23% +$16.5K 0.04% 177
2026
Q1 		$56.3K Sell
1,135
-45
-4% -$3.23K 0.04% 191
2025
Q4 		$84.7K Buy
1,180
+243
+26% +$27.1K 0.06% 159
2025
Q3 		$105K Sell
937
-140
-13% -$11K 0.08% 133
2025
Q2 		$60.3K Buy
1,077
+604
+128% +$23.3K 0.05% 154
2025
Q1 		$10.2K Buy
+473
New +$16K 0.01% 276

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

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

Copia Wealth Management increased its Oklo (OKLO) stake by 23% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,400 shares worth $73.3K. The position accounts for 0.04% of the portfolio, ranked #177.

Copia Wealth Management first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $105K in Q3 2025. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Copia Wealth Management held 1,400 shares of Oklo worth $73.3K as of Q2 2026.
  • Copia Wealth Management bought 265 Oklo shares in Q2 2026, an estimated $16.5K.
  • Oklo made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Copia Wealth Management first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • Copia Wealth Management's Oklo position peaked at $105K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.