FHWM
OKLO

Fox Hill Wealth Management’s Oklo OKLO Stock Holding History

Fox Hill 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 		$684K Sell
13,074
-52
-0.4% -$3.25K 0.27% 65
2026
Q1 		$651K Buy
13,126
+264
+2% +$19K 0.31% 69
2025
Q4 		$923K Buy
12,862
+949
+8% +$106K 0.43% 57
2025
Q3 		$1.33M Buy
11,913
+1,442
+14% +$113K 0.62% 49
2025
Q2 		$586K Buy
+10,471
New +$404K 0.3% 63

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

Fox Hill Wealth Management's OKLO Position: Q2 2026 in Review

Fox Hill Wealth Management reduced its Oklo (OKLO) stake by 0.4% in Q2 2026, selling an estimated $3.25K and leaving 13,074 shares worth $684K. The position accounts for 0.27% of the portfolio, ranked #65.

Fox Hill Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Fox Hill Wealth Management held 13,074 shares of Oklo worth $684K as of Q2 2026.
  • Fox Hill Wealth Management sold 52 Oklo shares in Q2 2026, an estimated $3.25K.
  • Oklo made up 0.27% of Fox Hill Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Fox Hill Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Fox Hill Wealth Management's Oklo position peaked at $1.33M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.