SWP
OKLO

Strategic Wealth Partners’s Oklo OKLO Stock Holding History

Strategic Wealth Partners’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 		$49.2K Sell
940
-25
-3% -$1.56K ﹤0.01% 531
2026
Q1 		$47.9K Buy
965
+525
+119% +$37.7K ﹤0.01% 524
2025
Q4 		$31.6K Sell
440
-468
-52% -$52.2K ﹤0.01% 605
2025
Q3 		$101K Sell
908
-120
-12% -$9.4K 0.01% 436
2025
Q2 		$57.6K Buy
+1,028
New +$39.6K ﹤0.01% 476

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

Strategic Wealth Partners's OKLO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Oklo (OKLO) stake by 2.6% in Q2 2026, selling an estimated $1.56K and leaving 940 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Strategic Wealth Partners first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $101K in Q3 2025. 672 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Strategic Wealth Partners held 940 shares of Oklo worth $49.2K as of Q2 2026.
  • Strategic Wealth Partners sold 25 Oklo shares in Q2 2026, an estimated $1.56K.
  • Oklo made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #531 holding.
  • Strategic Wealth Partners first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Oklo position peaked at $101K in Q3 2025.
  • 672 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.