MWP
OKLO

Meriwether Wealth & Planning’s Oklo OKLO Stock Holding History

Meriwether Wealth & Planning’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 		$240K Buy
4,580
+20
+0.4% +$1.25K 0.12% 110
2026
Q1 		$226K Buy
4,560
+15
+0.3% +$1.08K 0.12% 112
2025
Q4 		$326K Buy
4,545
+120
+3% +$13.4K 0.18% 79
2025
Q3 		$494K Buy
4,425
+310
+8% +$24.3K 0.29% 63
2025
Q2 		$230K Buy
+4,115
New +$159K 0.14% 109

Other funds holding OKLO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Meriwether Wealth & Planning's OKLO Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Oklo (OKLO) stake by 0.44% in Q2 2026, buying an estimated $1.25K and bringing the position to 4,580 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #110.

Meriwether Wealth & Planning first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $494K in Q3 2025. 78 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Meriwether Wealth & Planning held 4,580 shares of Oklo worth $240K as of Q2 2026.
  • Meriwether Wealth & Planning bought 20 Oklo shares in Q2 2026, an estimated $1.25K.
  • Oklo made up 0.12% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #110 holding.
  • Meriwether Wealth & Planning first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Meriwether Wealth & Planning's Oklo position peaked at $494K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.