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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-210
Closed -$15.1K – 613
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

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 $3.38T AUM 44.17% 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

HighMark Wealth Management's OKLO Position: Q1 2026 in Review

HighMark Wealth Management sold out of Oklo (OKLO) in Q1 2026, closing a stake of 210 shares — an estimated $15.1K sold.

HighMark Wealth Management first reported a position in OKLO in Q4 2024 and held it in 5 quarters. The position peaked at $22.9K in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • HighMark Wealth Management reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 210 Oklo shares in Q1 2026, an estimated $15.1K.
  • HighMark Wealth Management first reported a position in Oklo in Q4 2024 and held it in 5 quarters.
  • HighMark Wealth Management's Oklo position peaked at $22.9K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.