LWANC
OKLO

Laurel Wealth Advisors (North Carolina)’s Oklo OKLO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-25
Closed -$1.79K – 685
2025
Q4 		$1.79K Buy
+25
New +$2.79K ﹤0.01% 613

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Laurel Wealth Advisors (North Carolina)'s OKLO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Oklo (OKLO) in Q1 2026, closing a stake of 25 shares — an estimated $1.79K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in OKLO in Q4 2025 and held it in 1 quarter. The position peaked at $1.79K in Q4 2025. 676 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 25 Oklo shares in Q1 2026, an estimated $1.79K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Oklo in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Oklo position peaked at $1.79K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.