RWS
OKLO

Retirement Wealth Solutions’s Oklo OKLO Stock Holding History

Retirement Wealth Solutions’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 		$995 Buy
19
+4
+27% +$250 ﹤0.01% 648
2026
Q1 		$744 Buy
15
+7
+88% +$503 ﹤0.01% 676
2025
Q4 		$575 Buy
+8
New +$892 ﹤0.01% 659

Other funds holding OKLO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Retirement Wealth Solutions's OKLO Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Oklo (OKLO) stake by 27% in Q2 2026, buying an estimated $250 and bringing the position to 19 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Retirement Wealth Solutions first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Retirement Wealth Solutions held 19 shares of Oklo worth $995 as of Q2 2026.
  • Retirement Wealth Solutions bought 4 Oklo shares in Q2 2026, an estimated $250.
  • Oklo made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #648 holding.
  • Retirement Wealth Solutions first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.