LWMI
OKLO

Legacy Wealth Management (Idaho)’s Oklo OKLO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-4
Closed -$199 – 1009
2026
Q1 		$199 Buy
+4
New +$288 ﹤0.01% 988

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

Legacy Wealth Management (Idaho)'s OKLO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Oklo (OKLO) in Q2 2026, closing a stake of 4 shares — an estimated $199 sold.

Legacy Wealth Management (Idaho) first reported a position in OKLO in Q1 2026 and held it in 1 quarter. The position peaked at $199 in Q1 2026. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 Oklo shares in Q2 2026, an estimated $199.
  • Legacy Wealth Management (Idaho) first reported a position in Oklo in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Oklo position peaked at $199 in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.