HWAM
OKLO

Hennion & Walsh Asset Management’s Oklo OKLO Stock Holding History

Hennion & Walsh Asset 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 		$1.92M Buy
36,609
+4,187
+13% +$261K 0.05% 390
2026
Q1 		$1.61M Buy
32,422
+6,048
+23% +$435K 0.05% 398
2025
Q4 		$1.89M Buy
26,374
+6,758
+34% +$754K 0.07% 362
2025
Q3 		$2.19M Buy
19,616
+7,367
+60% +$577K 0.08% 321
2025
Q2 		$686K Buy
+12,249
New +$472K 0.03% 582

Other funds holding OKLO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Hennion & Walsh Asset Management's OKLO Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Oklo (OKLO) stake by 13% in Q2 2026, buying an estimated $261K and bringing the position to 36,609 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #390.

Hennion & Walsh Asset Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q3 2025. 78 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Hennion & Walsh Asset Management held 36,609 shares of Oklo worth $1.92M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 4,187 Oklo shares in Q2 2026, an estimated $261K.
  • Oklo made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #390 holding.
  • Hennion & Walsh Asset Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Hennion & Walsh Asset Management's Oklo position peaked at $2.19M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.