IWM
OKLO

IHT Wealth Management’s Oklo OKLO Stock Holding History

IHT 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 		$356K Buy
7,185
+1,447
+25% +$104K 0.01% 945
2025
Q4 		$412K Buy
5,738
+733
+15% +$81.7K 0.01% 849
2025
Q3 		$559K Sell
5,005
-754
-13% -$59K 0.01% 699
2025
Q2 		$322K Buy
+5,759
New +$222K 0.01% 856

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

IHT Wealth Management increased its Oklo (OKLO) stake by 25% in Q1 2026, buying an estimated $104K and bringing the position to 7,185 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #945.

IHT Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $559K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • IHT Wealth Management held 7,185 shares of Oklo worth $356K as of Q1 2026.
  • IHT Wealth Management bought 1,447 Oklo shares in Q1 2026, an estimated $104K.
  • Oklo made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #945 holding.
  • IHT Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • IHT Wealth Management's Oklo position peaked at $559K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.