SWM
OKLO

SHP Wealth Management’s Oklo OKLO Stock Holding History

SHP 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 		$23.2K Buy
467
+15
+3% +$1.08K ﹤0.01% 683
2025
Q4 		$32.4K Buy
+452
New +$50.4K ﹤0.01% 578

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 $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

SHP Wealth Management's OKLO Position: Q1 2026 in Review

SHP Wealth Management increased its Oklo (OKLO) stake by 3.3% in Q1 2026, buying an estimated $1.08K and bringing the position to 467 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

SHP Wealth Management first reported a position in OKLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.4K in Q4 2025. 676 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • SHP Wealth Management held 467 shares of Oklo worth $23.2K as of Q1 2026.
  • SHP Wealth Management bought 15 Oklo shares in Q1 2026, an estimated $1.08K.
  • Oklo made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #683 holding.
  • SHP Wealth Management first reported a position in Oklo in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Oklo position peaked at $32.4K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.