NWA
OKLO

Navis Wealth Advisors’s Oklo OKLO Stock Holding History

Navis Wealth Advisors’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
Q1 		$496K Sell
10,000
-500
-5% -$35.9K 0.25% 94
2025
Q4 		$753K Hold
10,500
– – 0.32% 76
2025
Q3 		$1.17M Buy
+10,500
New +$822K 0.88% 23

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Navis Wealth Advisors's OKLO Position: Q1 2026 in Review

Navis Wealth Advisors reduced its Oklo (OKLO) stake by 4.8% in Q1 2026, selling an estimated $35.9K and leaving 10,000 shares worth $496K. The position accounts for 0.25% of the portfolio, ranked #94.

Navis Wealth Advisors first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Navis Wealth Advisors held 10,000 shares of Oklo worth $496K as of Q1 2026.
  • Navis Wealth Advisors sold 500 Oklo shares in Q1 2026, an estimated $35.9K.
  • Oklo made up 0.25% of Navis Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Navis Wealth Advisors first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
  • Navis Wealth Advisors's Oklo position peaked at $1.17M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.