Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$489K Buy
9,863
+941
+11% +$67.7K 0.01% 682
2025
Q4
$640K Sell
8,922
-95
-1% -$10.6K 0.02% 594
2025
Q3
$1.01M Sell
9,017
-122
-1% -$9.55K 0.03% 468
2025
Q2
$512K Buy
+9,139
New +$352K 0.01% 590

Other funds holding OKLO

U.S. Capital Wealth Advisors's OKLO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Oklo (OKLO) stake by 11% in Q1 2026, buying an estimated $67.7K and bringing the position to 9,863 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #682.

U.S. Capital Wealth Advisors first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • U.S. Capital Wealth Advisors held 9,863 shares of Oklo worth $489K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 941 Oklo shares in Q1 2026, an estimated $67.7K.
  • Oklo made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #682 holding.
  • U.S. Capital Wealth Advisors first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • U.S. Capital Wealth Advisors's Oklo position peaked at $1.01M in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.