Focus Partners Wealth
OKLO

Focus Partners Wealth’s Oklo OKLO Stock Holding History

Focus Partners 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 		$7.55M Buy
144,333
+25,011
+21% +$1.56M 0.01% 806
2026
Q1 		$5.92M Sell
119,322
-5,737
-5% -$412K 0.01% 878
2025
Q4 		$8.98M Buy
125,059
+9,266
+8% +$1.03M 0.01% 739
2025
Q3 		$12.9M Buy
115,793
+11,198
+11% +$877K 0.02% 491
2025
Q2 		$5.86M Sell
104,595
-97,158
-48% -$3.75M 0.01% 631
2025
Q1 		$4.36M Sell
201,753
-303,238
-60% -$10.2M 0.01% 665
2024
Q4 		$10.7M Sell
504,991
-236,009
-32% -$4.57M 0.03% 453
2024
Q3 		$5.99M Buy
+741,000
New +$5.58M 0.02% 516

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

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

Focus Partners Wealth increased its Oklo (OKLO) stake by 21% in Q2 2026, buying an estimated $1.56M and bringing the position to 144,333 shares worth $7.55M. The position accounts for 0.01% of the portfolio, ranked #806.

Focus Partners Wealth first reported a position in OKLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.9M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Focus Partners Wealth held 144,333 shares of Oklo worth $7.55M as of Q2 2026.
  • Focus Partners Wealth bought 25,011 Oklo shares in Q2 2026, an estimated $1.56M.
  • Oklo made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #806 holding.
  • Focus Partners Wealth first reported a position in Oklo in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Oklo position peaked at $12.9M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.