CW
OKLO

CreativeOne Wealth’s Oklo OKLO Stock Holding History

CreativeOne Wealth’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 		$653K Sell
12,482
-2,057
-14% -$128K 0.01% 708
2026
Q1 		$721K Sell
14,539
-5,907
-29% -$425K 0.02% 682
2025
Q4 		$1.47M Buy
20,446
+4,048
+25% +$451K 0.04% 416
2025
Q3 		$1.83M Buy
16,398
+710
+5% +$55.6K 0.04% 359
2025
Q2 		$878K Buy
15,688
+1,654
+12% +$63.8K 0.02% 572
2025
Q1 		$304K Buy
+14,034
New +$474K 0.01% 870

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

CreativeOne Wealth's OKLO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Oklo (OKLO) stake by 14% in Q2 2026, selling an estimated $128K and leaving 12,482 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #708.

CreativeOne Wealth first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • CreativeOne Wealth held 12,482 shares of Oklo worth $653K as of Q2 2026.
  • CreativeOne Wealth sold 2,057 Oklo shares in Q2 2026, an estimated $128K.
  • Oklo made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #708 holding.
  • CreativeOne Wealth first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • CreativeOne Wealth's Oklo position peaked at $1.83M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.