TWD
OKLO

True Wealth Design’s Oklo OKLO Stock Holding History

True Wealth Design’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 		$105 Buy
+2
New +$125 ﹤0.01% 2534
2025
Q2 		– Sell
-2
Closed -$44 – 2855
2025
Q1 		$44 Buy
+2
New +$68 ﹤0.01% 2420

Other funds holding OKLO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

True Wealth Design's OKLO Position: Q2 2026 in Review

True Wealth Design opened a new position in Oklo (OKLO) in Q2 2026: 2 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #2534 among its holdings. This is a return to the name: True Wealth Design previously reported a position in OKLO as recently as Q1 2025.

True Wealth Design first reported a position in OKLO in Q1 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • True Wealth Design held 2 shares of Oklo worth $105 as of Q2 2026.
  • Oklo was a new True Wealth Design position in Q2 2026.
  • Oklo made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2534 holding.
  • True Wealth Design first reported a position in Oklo in Q1 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.