TWPM
OKLO

Total Wealth Planning & Management’s Oklo OKLO Stock Holding History

Total Wealth Planning & 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 		$257K Buy
+4,918
New +$307K 0.17% 183
2026
Q1 		– Sell
-5,175
Closed -$371K – 240
2025
Q4 		$371K Buy
+5,175
New +$577K 0.28% 117
2025
Q2 		$428K Buy
+7,636
New +$295K 0.35% 103

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's OKLO Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Oklo (OKLO) in Q2 2026: 4,918 shares worth $257K. The stake represents 0.17% of the portfolio and ranks #183 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in OKLO as recently as Q4 2025.

Total Wealth Planning & Management first reported a position in OKLO in Q2 2025 and has held it in 3 quarters since. The position peaked at $428K in Q2 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Total Wealth Planning & Management held 4,918 shares of Oklo worth $257K as of Q2 2026.
  • Oklo was a new Total Wealth Planning & Management position in Q2 2026.
  • Oklo made up 0.17% of Total Wealth Planning & Management's portfolio in Q2 2026, its #183 holding.
  • Total Wealth Planning & Management first reported a position in Oklo in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Oklo position peaked at $428K in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.