Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.18K Buy
+80
New +$4.99K ﹤0.01% 540
2026
Q1
– Sell
-202
Closed -$14.5K – 924
2025
Q4
$14.5K Buy
+202
New +$22.5K 0.01% 244
2025
Q3
– Sell
-202
Closed -$10.8K – 818
2025
Q2
$10.8K Buy
+202
New +$7.79K 0.01% 261

Other funds holding OKLO

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

Dogwood Wealth Management opened a new position in Oklo (OKLO) in Q2 2026: 80 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in OKLO as recently as Q4 2025.

Dogwood Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q4 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Dogwood Wealth Management held 80 shares of Oklo worth $4.18K as of Q2 2026.
  • Oklo was a new Dogwood Wealth Management position in Q2 2026.
  • Oklo made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #540 holding.
  • Dogwood Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 3 quarters since.
  • Dogwood Wealth Management's Oklo position peaked at $14.5K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.