PWA
OKLO

Principia Wealth Advisory’s Oklo OKLO Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$72 Buy
+1
New +$112 ﹤0.01% 997

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principia Wealth Advisory's OKLO Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Oklo (OKLO) in Q4 2025: 1 share worth $72. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings.

682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Principia Wealth Advisory held 1 share of Oklo worth $72 as of Q4 2025.
  • Oklo was a new Principia Wealth Advisory position in Q4 2025.
  • Oklo made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #997 holding.
  • 682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.