SWM
OKLO

Spire Wealth Management’s Oklo OKLO Stock Holding History

Spire 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 		$125K Sell
2,385
-1,430
-37% -$89.2K ﹤0.01% 917
2026
Q1 		$189K Buy
3,815
+56
+1% +$4.03K 0.01% 790
2025
Q4 		$270K Sell
3,759
-1,044
-22% -$116K 0.01% 713
2025
Q3 		$536K Sell
4,803
-390
-8% -$30.5K 0.02% 510
2025
Q2 		$291K Buy
5,193
+1,297
+33% +$50K 0.01% 658
2025
Q1 		$84.3K Buy
3,896
+481
+14% +$16.3K ﹤0.01% 1102
2024
Q4 		$72.5K Buy
+3,415
New +$66.2K ﹤0.01% 1151

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Spire Wealth Management reduced its Oklo (OKLO) stake by 37% in Q2 2026, selling an estimated $89.2K and leaving 2,385 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Spire Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Spire Wealth Management held 2,385 shares of Oklo worth $125K as of Q2 2026.
  • Spire Wealth Management sold 1,430 Oklo shares in Q2 2026, an estimated $89.2K.
  • Oklo made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #917 holding.
  • Spire Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Oklo position peaked at $536K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.