MWM
OKLO

Mosley Wealth Management’s Oklo OKLO Stock Holding History

Mosley 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 		$48.4K Sell
925
-3,455
-79% -$216K 0.02% 256
2026
Q1 		$489K Buy
4,380
+55
+1% +$3.95K 0.22% 96
2025
Q4 		$583K Buy
+4,325
New +$482K 0.27% 82

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Mosley Wealth Management reduced its Oklo (OKLO) stake by 79% in Q2 2026, selling an estimated $216K and leaving 925 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #256.

Mosley Wealth Management first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $583K in Q4 2025. 342 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Mosley Wealth Management held 925 shares of Oklo worth $48.4K as of Q2 2026.
  • Mosley Wealth Management sold 3,455 Oklo shares in Q2 2026, an estimated $216K.
  • Oklo made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Mosley Wealth Management first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's Oklo position peaked at $583K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.