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
2025
Q3 		– Sell
-1,000
Closed -$56K – 1393
2025
Q2 		$56K Buy
+1,000
New +$38.6K ﹤0.01% 480

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Strategic Wealth Partners's OKLO Position: Q1 2026 in Review

Strategic Wealth Partners increased its Oklo (OKLO) stake by 119% in Q1 2026, buying an estimated $37.7K and bringing the position to 965 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Strategic Wealth Partners first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $101K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Strategic Wealth Partners held 965 shares of Oklo worth $47.9K as of Q1 2026.
  • Strategic Wealth Partners bought 525 Oklo shares in Q1 2026, an estimated $37.7K.
  • Oklo made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #524 holding.
  • Strategic Wealth Partners first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Oklo position peaked at $101K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.