KWA
OKLO

Kingswood Wealth Advisors’s Oklo OKLO Stock Holding History

Kingswood Wealth Advisors’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 		$549K Buy
10,495
+1,713
+20% +$107K 0.02% 583
2026
Q1 		$435K Buy
8,782
+1,101
+14% +$79.2K 0.02% 588
2025
Q4 		$551K Buy
7,681
+361
+5% +$40.3K 0.03% 495
2025
Q3 		$817K Buy
7,320
+328
+5% +$25.7K 0.05% 341
2025
Q2 		$391K Buy
+6,992
New +$270K 0.03% 488

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

Kingswood Wealth Advisors's OKLO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Oklo (OKLO) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 10,495 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #583.

Kingswood Wealth Advisors first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $817K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Kingswood Wealth Advisors held 10,495 shares of Oklo worth $549K as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,713 Oklo shares in Q2 2026, an estimated $107K.
  • Oklo made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #583 holding.
  • Kingswood Wealth Advisors first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Oklo position peaked at $817K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.