Focused Wealth Management’s Oklo OKLO Stock Holding History

Focused 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	$590K	Buy	11,281 +7,202	+177%	+$449K	0.05%	121
2026 Q1	$202K	Buy	+4,079	New	+$293K	0.02%	194

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

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

Focused Wealth Management increased its Oklo (OKLO) stake by 177% in Q2 2026, buying an estimated $449K and bringing the position to 11,281 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #121.

Focused Wealth Management first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Focused Wealth Management held 11,281 shares of Oklo worth $590K as of Q2 2026.
Focused Wealth Management bought 7,202 Oklo shares in Q2 2026, an estimated $449K.
Oklo made up 0.05% of Focused Wealth Management's portfolio in Q2 2026, its #121 holding.
Focused Wealth Management first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.