PWMA
OKLO

Pension & Wealth Management Advisors’s Oklo OKLO Stock Holding History

Pension & Wealth Management 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 		– Sell
-5
Closed -$412 – 573
2025
Q4 		$412 Buy
+5
New +$558 ﹤0.01% 506

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Pension & Wealth Management Advisors's OKLO Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Oklo (OKLO) in Q1 2026, closing a stake of 5 shares — an estimated $412 sold.

Pension & Wealth Management Advisors first reported a position in OKLO in Q4 2025 and held it in 1 quarter. The position peaked at $412 in Q4 2025. 677 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 5 Oklo shares in Q1 2026, an estimated $412.
  • Pension & Wealth Management Advisors first reported a position in Oklo in Q4 2025 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Oklo position peaked at $412 in Q4 2025.
  • 677 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.