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
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

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

Total Wealth Planning & Management's OKLO Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Oklo (OKLO) in Q1 2026, closing a stake of 5,175 shares — an estimated $371K sold.

Total Wealth Planning & Management first reported a position in OKLO in Q2 2025 and held it in 2 quarters. The position peaked at $428K in Q2 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 5,175 Oklo shares in Q1 2026, an estimated $371K.
  • Total Wealth Planning & Management first reported a position in Oklo in Q2 2025 and held it in 2 quarters.
  • Total Wealth Planning & Management's Oklo position peaked at $428K in Q2 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.