Private Wealth Partners’s Oklo OKLO Stock Holding History

Private Wealth Partners’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	$680K	Buy	13,000 +6,000	+86%	+$374K	0.05%	117
2026 Q1	$347K	Buy	7,000 +1,000	+17%	+$71.9K	0.03%	139
2025 Q4	$431K	Buy	+6,000	New	+$669K	0.03%	132

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Wealth Partners's OKLO Position: Q2 2026 in Review

Private Wealth Partners increased its Oklo (OKLO) stake by 86% in Q2 2026, buying an estimated $374K and bringing the position to 13,000 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #117.

Private Wealth Partners first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Private Wealth Partners held 13,000 shares of Oklo worth $680K as of Q2 2026.
Private Wealth Partners bought 6,000 Oklo shares in Q2 2026, an estimated $374K.
Oklo made up 0.05% of Private Wealth Partners's portfolio in Q2 2026, its #117 holding.
Private Wealth Partners first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.