StoneCrest Wealth Management’s Oklo OKLO Stock Holding History

StoneCrest 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	$537K	Sell	10,261 -341	-3%	-$21.3K	0.17%	60
2026 Q1	$526K	Sell	10,602 -356	-3%	-$25.6K	0.22%	56
2025 Q4	$786K	Sell	10,958 -4,071	-27%	-$454K	0.32%	50
2025 Q3	$1.68M	Sell	15,029 -1,818	-11%	-$142K	0.74%	37
2025 Q2	$943K	Buy	16,847 +795	+5%	+$30.7K	0.45%	44
2025 Q1	$347K	Buy	+16,052	New	+$542K	0.22%	59

Other funds holding OKLO

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

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

StoneCrest Wealth Management reduced its Oklo (OKLO) stake by 3.2% in Q2 2026, selling an estimated $21.3K and leaving 10,261 shares worth $537K. The position accounts for 0.17% of the portfolio, ranked #60.

StoneCrest Wealth Management first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q3 2025. 78 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

StoneCrest Wealth Management held 10,261 shares of Oklo worth $537K as of Q2 2026.
StoneCrest Wealth Management sold 341 Oklo shares in Q2 2026, an estimated $21.3K.
Oklo made up 0.17% of StoneCrest Wealth Management's portfolio in Q2 2026, its #60 holding.
StoneCrest Wealth Management first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
StoneCrest Wealth Management's Oklo position peaked at $1.68M in Q3 2025.
78 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.