McAlister Sweet & Associates’s Oklo OKLO Stock Holding History

McAlister Sweet & Associates’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
2025 Q3	–	Sell	-5,000	Closed	-$280K	–	28
2025 Q2	$280K	Buy	+5,000	New	+$193K	0.25%	25

Other funds holding OKLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McAlister Sweet & Associates's OKLO Position: Q3 2025 in Review

McAlister Sweet & Associates sold out of Oklo (OKLO) in Q3 2025, closing a stake of 5,000 shares — an estimated $280K sold.

McAlister Sweet & Associates first reported a position in OKLO in Q2 2025 and held it in 1 quarter. The position peaked at $280K in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

McAlister Sweet & Associates reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
McAlister Sweet & Associates sold 5,000 Oklo shares in Q3 2025, an estimated $280K.
McAlister Sweet & Associates first reported a position in Oklo in Q2 2025 and held it in 1 quarter.
McAlister Sweet & Associates's Oklo position peaked at $280K in Q2 2025.
639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on McAlister Sweet & Associates's 13F filing for Q3 2025, filed 2 Oct 2025.