Optivise Advisory Services
OKLO icon

Optivise Advisory Services’s Oklo OKLO Stock Holding History

Optivise Advisory Services’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
Q3 		– Sell
-3,987
Closed -$209K – 252
2026
Q2 		$209K Buy
+3,987
New +$249K 0.11% 213

Other funds holding OKLO

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OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Legacy Bridge
Legacy Bridge West Des Moines, Iowa $310M AUM 48.32% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return

Optivise Advisory Services's OKLO Position: Q3 2026 in Review

Optivise Advisory Services sold out of Oklo (OKLO) in Q3 2026, closing a stake of 3,987 shares — an estimated $209K sold.

Optivise Advisory Services first reported a position in OKLO in Q2 2026 and held it in 1 quarter. The position peaked at $209K in Q2 2026. 169 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Optivise Advisory Services reported no remaining Oklo position as of Q3 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 3,987 Oklo shares in Q3 2026, an estimated $209K.
  • Optivise Advisory Services first reported a position in Oklo in Q2 2026 and held it in 1 quarter.
  • Optivise Advisory Services's Oklo position peaked at $209K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.