Strategies Wealth Advisors’s Oklo OKLO Stock Holding History

Strategies Wealth Advisors’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	-5,596	Closed	-$313K	–	200
2025 Q2	$313K	Buy	+5,596	New	+$216K	0.03%	138

Other funds holding OKLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategies Wealth Advisors's OKLO Position: Q3 2025 in Review

Strategies Wealth Advisors sold out of Oklo (OKLO) in Q3 2025, closing a stake of 5,596 shares — an estimated $313K sold.

Strategies Wealth Advisors first reported a position in OKLO in Q2 2025 and held it in 1 quarter. The position peaked at $313K in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

Strategies Wealth Advisors reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 5,596 Oklo shares in Q3 2025, an estimated $313K.
Strategies Wealth Advisors first reported a position in Oklo in Q2 2025 and held it in 1 quarter.
Strategies Wealth Advisors's Oklo position peaked at $313K in Q2 2025.
639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Strategies Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.