TWP
OKLO

Triad Wealth Partners’s Oklo OKLO Stock Holding History

Triad 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 		$831K Buy
20,152
+88
+0.4% +$5.49K 0.05% 226
2026
Q1 		$995K Sell
20,064
-24
-0.1% -$1.73K 0.08% 170
2025
Q4 		$1.44M Sell
20,088
-223
-1% -$24.9K 0.14% 114
2025
Q3 		$2.27M Buy
20,311
+361
+2% +$28.3K 0.29% 64
2025
Q2 		$1.12M Buy
+19,950
New +$769K 0.23% 76

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

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

Triad Wealth Partners increased its Oklo (OKLO) stake by 0.44% in Q2 2026, buying an estimated $5.49K and bringing the position to 20,152 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #226.

Triad Wealth Partners first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Triad Wealth Partners held 20,152 shares of Oklo worth $831K as of Q2 2026.
  • Triad Wealth Partners bought 88 Oklo shares in Q2 2026, an estimated $5.49K.
  • Oklo made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #226 holding.
  • Triad Wealth Partners first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's Oklo position peaked at $2.27M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.