Mission Wealth Management’s Oklo OKLO Stock Holding History

Mission Wealth Management’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	$409K	Buy	7,813 +125	+2%	+$7.8K	0.01%	758
2026 Q1	$381K	Sell	7,688 -236	-3%	-$17K	0.01%	554
2025 Q4	$569K	Sell	7,924 -14	-0.2%	-$1.56K	0.01%	463
2025 Q3	$886K	Sell	7,938 -19,562	-71%	-$1.53M	0.02%	360
2025 Q2	$1.54M	Buy	+27,500	New	+$1.06M	0.03%	240

Other funds holding OKLO

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Mission Wealth Management's OKLO Position: Q2 2026 in Review

Mission Wealth Management increased its Oklo (OKLO) stake by 1.6% in Q2 2026, buying an estimated $7.8K and bringing the position to 7,813 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #758.

Mission Wealth Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2025. 125 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Mission Wealth Management held 7,813 shares of Oklo worth $409K as of Q2 2026.
Mission Wealth Management bought 125 Oklo shares in Q2 2026, an estimated $7.8K.
Oklo made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #758 holding.
Mission Wealth Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
Mission Wealth Management's Oklo position peaked at $1.54M in Q2 2025.
125 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.