IWC
OKLO

Integrated Wealth Concepts’s Oklo OKLO Stock Holding History

Integrated Wealth Concepts’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 		$362K Buy
7,308
+3,879
+113% +$279K ﹤0.01% 1737
2025
Q4 		$246K Buy
3,429
+522
+18% +$58.2K ﹤0.01% 1414
2025
Q3 		$324K Sell
2,907
-1,070
-27% -$83.8K ﹤0.01% 1585
2025
Q2 		$223K Buy
+3,977
New +$153K ﹤0.01% 1708

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

Integrated Wealth Concepts's OKLO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Oklo (OKLO) stake by 113% in Q1 2026, buying an estimated $279K and bringing the position to 7,308 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Integrated Wealth Concepts first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Integrated Wealth Concepts held 7,308 shares of Oklo worth $362K as of Q1 2026.
  • Integrated Wealth Concepts bought 3,879 Oklo shares in Q1 2026, an estimated $279K.
  • Oklo made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1737 holding.
  • Integrated Wealth Concepts first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

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