Elevation Wealth Partners’s Oklo OKLO Stock Holding History

Elevation Wealth Partners’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	$35.1K	Sell	671 -33	-5%	-$2.06K	0.01%	402
2026 Q1	$34.9K	Buy	+704	New	+$50.6K	0.01%	288

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

Elevation Wealth Partners's OKLO Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Oklo (OKLO) stake by 4.7% in Q2 2026, selling an estimated $2.06K and leaving 671 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #402.

Elevation Wealth Partners first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Elevation Wealth Partners held 671 shares of Oklo worth $35.1K as of Q2 2026.
Elevation Wealth Partners sold 33 Oklo shares in Q2 2026, an estimated $2.06K.
Oklo made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #402 holding.
Elevation Wealth Partners first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.