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HWM
OKLO
HighMark Wealth Management’s
Oklo
OKLO
Stock Holding History
HighMark Wealth Management’s Portfolio
OKLO Stock Details
OKLO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-210
Closed
-$15.1K
–
616
2025
Q4
$15.1K
Buy
210
+5
+2%
+$558
0.01%
272
2025
Q3
$22.9K
Buy
205
+200
+4,000%
+$15.7K
0.01%
222
2025
Q2
$280
Sell
5
-20
-80%
-$771
﹤0.01%
578
2025
Q1
$531
Buy
25
+18
+257%
+$608
﹤0.01%
525
2024
Q4
$144
Buy
+7
New
+$136
﹤0.01%
555
Other funds holding OKLO
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$5.7T AUM
30.48%
1-Year Est. Return
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$73.7B AUM
53.56%
1-Year Est. Return
VPM
Vanguard Portfolio Management
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$1.91T AUM
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
VCM
Vanguard Capital Management
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$4.04T AUM
DE
Defiance ETFs
New York
$6.95B AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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