PWPS
OKLO

Pinnacle Wealth Planning Services’s Oklo OKLO Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$15.7K Sell
300
-852
-74% -$53.2K ﹤0.01% 1884
2026
Q1 		$57.1K Sell
1,152
-292
-20% -$21K 0.01% 1125
2025
Q4 		$104K Buy
+1,444
New +$161K 0.01% 763

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

Pinnacle Wealth Planning Services's OKLO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Oklo (OKLO) stake by 74% in Q2 2026, selling an estimated $53.2K and leaving 300 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Pinnacle Wealth Planning Services first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 300 shares of Oklo worth $15.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 852 Oklo shares in Q2 2026, an estimated $53.2K.
  • Oklo made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1884 holding.
  • Pinnacle Wealth Planning Services first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Oklo position peaked at $104K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.