SWIM
OKLO

Smallwood Wealth Investment Management’s Oklo OKLO Stock Holding History

Smallwood Wealth Investment 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 		$52 Hold
1
– – ﹤0.01% 505
2026
Q1 		$49 Sell
1
-24
-96% -$1.73K ﹤0.01% 499
2025
Q4 		$1.79K Buy
25
+5
+25% +$558 ﹤0.01% 404
2025
Q3 		$2.23K Sell
20
-45
-69% -$3.52K ﹤0.01% 389
2025
Q2 		$3.64K Buy
65
+10
+18% +$386 ﹤0.01% 369
2025
Q1 		$1.19K Buy
+55
New +$1.86K ﹤0.01% 413

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Smallwood Wealth Investment Management's OKLO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Oklo (OKLO) position steady in Q2 2026 at 1 share worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Smallwood Wealth Investment Management first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.64K in Q2 2025. 229 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Smallwood Wealth Investment Management held 1 share of Oklo worth $52 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #505 holding.
  • Smallwood Wealth Investment Management first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Oklo position peaked at $3.64K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.