HNWAG
OKLO

High Net Worth Advisory Group’s Oklo OKLO Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-3,554
Closed -$255K – 253
2025
Q4 		$255K Sell
3,554
-258
-7% -$28.8K 0.06% 207
2025
Q3 		$426K Sell
3,812
-82
-2% -$6.42K 0.1% 151
2025
Q2 		$218K Buy
+3,894
New +$150K 0.06% 214

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

High Net Worth Advisory Group's OKLO Position: Q1 2026 in Review

High Net Worth Advisory Group sold out of Oklo (OKLO) in Q1 2026, closing a stake of 3,554 shares — an estimated $255K sold.

High Net Worth Advisory Group first reported a position in OKLO in Q2 2025 and held it in 3 quarters. The position peaked at $426K in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • High Net Worth Advisory Group reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • High Net Worth Advisory Group sold 3,554 Oklo shares in Q1 2026, an estimated $255K.
  • High Net Worth Advisory Group first reported a position in Oklo in Q2 2025 and held it in 3 quarters.
  • High Net Worth Advisory Group's Oklo position peaked at $426K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.