HAG
OKLO

HighPoint Advisor Group’s Oklo OKLO Stock Holding History

HighPoint Advisor 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
-3,443
Closed -$247K – 1058
2025
Q4 		$247K Sell
3,443
-2,380
-41% -$265K 0.01% 942
2025
Q3 		$650K Buy
5,823
+895
+18% +$70.1K 0.03% 337
2025
Q2 		$276K Buy
+4,928
New +$190K 0.01% 548

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

HighPoint Advisor Group's OKLO Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Oklo (OKLO) in Q1 2026, closing a stake of 3,443 shares — an estimated $247K sold.

HighPoint Advisor Group first reported a position in OKLO in Q2 2025 and held it in 3 quarters. The position peaked at $650K in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,443 Oklo shares in Q1 2026, an estimated $247K.
  • HighPoint Advisor Group first reported a position in Oklo in Q2 2025 and held it in 3 quarters.
  • HighPoint Advisor Group's Oklo position peaked at $650K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.