SSWM
OKLO

Sheets Smith Wealth Management’s Oklo OKLO Stock Holding History

Sheets Smith Wealth Management’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 		– Sell
-5,314
Closed -$381K – 413
2025
Q4 		$381K Buy
5,314
+36
+0.7% +$4.01K 0.04% 314
2025
Q3 		$589K Hold
5,278
– – 0.07% 260
2025
Q2 		$296K Buy
+5,278
New +$204K 0.03% 343

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Sheets Smith Wealth Management's OKLO Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of Oklo (OKLO) in Q1 2026, closing a stake of 5,314 shares — an estimated $381K sold.

Sheets Smith Wealth Management first reported a position in OKLO in Q2 2025 and held it in 3 quarters. The position peaked at $589K in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,314 Oklo shares in Q1 2026, an estimated $381K.
  • Sheets Smith Wealth Management first reported a position in Oklo in Q2 2025 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Oklo position peaked at $589K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.