PWM
OKLO

Palumbo Wealth Management’s Oklo OKLO Stock Holding History

Palumbo 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 		$473K Buy
9,037
+3,869
+75% +$241K 0.1% 150
2026
Q1 		$256K Sell
5,168
-1,439
-22% -$103K 0.06% 190
2025
Q4 		$474K Buy
6,607
+2,715
+70% +$303K 0.12% 129
2025
Q3 		$434K Sell
3,892
-8,318
-68% -$651K 0.14% 100
2025
Q2 		$684K Buy
12,210
+50
+0.4% +$1.93K 0.21% 79
2025
Q1 		$263K Buy
12,160
+1,814
+18% +$61.3K 0.09% 144
2024
Q4 		$220K Buy
+10,346
New +$201K 0.08% 147

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Palumbo Wealth Management increased its Oklo (OKLO) stake by 75% in Q2 2026, buying an estimated $241K and bringing the position to 9,037 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #150.

Palumbo Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $684K in Q2 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Palumbo Wealth Management held 9,037 shares of Oklo worth $473K as of Q2 2026.
  • Palumbo Wealth Management bought 3,869 Oklo shares in Q2 2026, an estimated $241K.
  • Oklo made up 0.1% of Palumbo Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Palumbo Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Palumbo Wealth Management's Oklo position peaked at $684K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.