Physician Wealth Advisors’s Oklo OKLO Stock Holding History

Physician 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 Q2	$2.56K	Buy	49 +16	+48%	+$999	﹤0.01%	1390
2026 Q1	$1.64K	Sell	33 -3	-8%	-$216	﹤0.01%	1438
2025 Q4	$2.58K	Sell	36 -10	-22%	-$1.11K	﹤0.01%	1180
2025 Q3	$5.13K	Buy	46 +27	+142%	+$2.11K	﹤0.01%	918
2025 Q2	$1.06K	Sell	19 -18	-49%	-$694	﹤0.01%	1387
2025 Q1	$801	Buy	+37	New	+$1.25K	﹤0.01%	1230

Other funds holding OKLO

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

Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Physician Wealth Advisors's OKLO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Oklo (OKLO) stake by 48% in Q2 2026, buying an estimated $999 and bringing the position to 49 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Physician Wealth Advisors first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.13K in Q3 2025. 268 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Physician Wealth Advisors held 49 shares of Oklo worth $2.56K as of Q2 2026.
Physician Wealth Advisors bought 16 Oklo shares in Q2 2026, an estimated $999.
Oklo made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1390 holding.
Physician Wealth Advisors first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Oklo position peaked at $5.13K in Q3 2025.
268 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.