Diversify Wealth Management’s Oklo OKLO Stock Holding History

Diversify 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	$229K	Sell	5,483 -402	-7%	-$25.1K	﹤0.01%	1150
2026 Q1	$382K	Buy	5,885 +475	+9%	+$34.1K	0.01%	886
2025 Q4	$525K	Buy	5,410 +91	+2%	+$10.1K	0.02%	428
2025 Q3	$674K	Buy	5,319 +864	+19%	+$67.7K	0.04%	336
2025 Q2	$350K	Buy	+4,455	New	+$172K	0.02%	429

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Diversify Wealth Management reduced its Oklo (OKLO) stake by 6.8% in Q2 2026, selling an estimated $25.1K and leaving 5,483 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Diversify Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $674K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Diversify Wealth Management held 5,483 shares of Oklo worth $229K as of Q2 2026.
Diversify Wealth Management sold 402 Oklo shares in Q2 2026, an estimated $25.1K.
Oklo made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1150 holding.
Diversify Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
Diversify Wealth Management's Oklo position peaked at $674K in Q3 2025.
668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.