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
Q2 		$18.3K Sell
349
-118
-25% -$7.36K ﹤0.01% 810
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

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SHP Wealth Management's OKLO Position: Q2 2026 in Review

SHP Wealth Management reduced its Oklo (OKLO) stake by 25% in Q2 2026, selling an estimated $7.36K and leaving 349 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

SHP Wealth Management first reported a position in OKLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.4K in Q4 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • SHP Wealth Management held 349 shares of Oklo worth $18.3K as of Q2 2026.
  • SHP Wealth Management sold 118 Oklo shares in Q2 2026, an estimated $7.36K.
  • Oklo made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #810 holding.
  • SHP Wealth Management first reported a position in Oklo in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Oklo position peaked at $32.4K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.