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
Q2 		$666K Buy
12,731
+5,423
+74% +$338K ﹤0.01% 1487
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

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Concepts's OKLO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Oklo (OKLO) stake by 74% in Q2 2026, buying an estimated $338K and bringing the position to 12,731 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Integrated Wealth Concepts first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Integrated Wealth Concepts held 12,731 shares of Oklo worth $666K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,423 Oklo shares in Q2 2026, an estimated $338K.
  • Oklo made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1487 holding.
  • Integrated Wealth Concepts first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.