Private Wealth Partners
OKLO icon

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
Q3 		– Sell
-13,000
Closed -$680K – 193
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

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OpenArc Corporate Advisory
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AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Private Wealth Partners's OKLO Position: Q3 2026 in Review

Private Wealth Partners sold out of Oklo (OKLO) in Q3 2026, closing a stake of 13,000 shares — an estimated $680K sold.

Private Wealth Partners first reported a position in OKLO in Q4 2025 and held it in 3 quarters. The position peaked at $680K in Q2 2026. 125 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Private Wealth Partners reported no remaining Oklo position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Partners sold 13,000 Oklo shares in Q3 2026, an estimated $680K.
  • Private Wealth Partners first reported a position in Oklo in Q4 2025 and held it in 3 quarters.
  • Private Wealth Partners's Oklo position peaked at $680K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.