Kingsview Wealth Management’s Oklo OKLO Stock Holding History

Kingsview 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 Q2	$365K	Buy	+6,969	New	+$435K	﹤0.01%	1105
2026 Q1	–	Sell	-3,926	Closed	-$282K	–	1427
2025 Q4	$282K	Buy	3,926 +1,815	+86%	+$202K	﹤0.01%	1042
2025 Q3	$236K	Buy	+2,111	New	+$165K	﹤0.01%	1068

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kingsview Wealth Management's OKLO Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Oklo (OKLO) in Q2 2026: 6,969 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in OKLO as recently as Q4 2025.

Kingsview Wealth Management first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Kingsview Wealth Management held 6,969 shares of Oklo worth $365K as of Q2 2026.
Oklo was a new Kingsview Wealth Management position in Q2 2026.
Oklo made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1105 holding.
Kingsview Wealth Management first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.