HWA
OKLO

HHM Wealth Advisors’s Oklo OKLO Stock Holding History

HHM Wealth Advisors’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 		$7.17K Sell
137
-68
-33% -$4.24K ﹤0.01% 675
2026
Q1 		$10.2K Buy
205
+68
+50% +$4.89K ﹤0.01% 642
2025
Q4 		$9.83K Sell
137
-97
-41% -$10.8K ﹤0.01% 623
2025
Q3 		$26.1K Hold
234
– – ﹤0.01% 469
2025
Q2 		$13.1K Hold
234
– – ﹤0.01% 571
2025
Q1 		$5.06K Buy
+234
New +$7.91K ﹤0.01% 669

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HHM Wealth Advisors's OKLO Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Oklo (OKLO) stake by 33% in Q2 2026, selling an estimated $4.24K and leaving 137 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

HHM Wealth Advisors first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.1K in Q3 2025. 179 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • HHM Wealth Advisors held 137 shares of Oklo worth $7.17K as of Q2 2026.
  • HHM Wealth Advisors sold 68 Oklo shares in Q2 2026, an estimated $4.24K.
  • Oklo made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #675 holding.
  • HHM Wealth Advisors first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • HHM Wealth Advisors's Oklo position peaked at $26.1K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.