Lake Street Private Wealth’s Oklo OKLO Stock Holding History

Lake Street Private Wealth’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	$239K	Sell	4,575 -340	-7%	-$21.2K	0.03%	255
2026 Q1	$244K	Buy	+4,915	New	+$353K	0.03%	227
2025 Q4	–	Sell	-2,190	Closed	-$244K	–	290
2025 Q3	$244K	Buy	+2,190	New	+$171K	0.03%	241

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

Lake Street Private Wealth's OKLO Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Oklo (OKLO) stake by 6.9% in Q2 2026, selling an estimated $21.2K and leaving 4,575 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #255.

Lake Street Private Wealth first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Lake Street Private Wealth held 4,575 shares of Oklo worth $239K as of Q2 2026.
Lake Street Private Wealth sold 340 Oklo shares in Q2 2026, an estimated $21.2K.
Oklo made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #255 holding.
Lake Street Private Wealth first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
Lake Street Private Wealth's Oklo position peaked at $244K in Q3 2025.
668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.