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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Pinnacle Wealth Planning Services's OKLO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Oklo (OKLO) stake by 20% in Q1 2026, selling an estimated $21K and leaving 1,152 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #1125.

Pinnacle Wealth Planning Services first reported a position in OKLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $104K in Q4 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,152 shares of Oklo worth $57.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 292 Oklo shares in Q1 2026, an estimated $21K.
  • Oklo made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1125 holding.
  • Pinnacle Wealth Planning Services first reported a position in Oklo in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Oklo position peaked at $104K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.