WGC
OKLO

Watts Gwilliam & Co’s Oklo OKLO Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$1.06M Sell
9,469
-719
-7% -$56.3K 0.17% 88
2025
Q2 		$1.07M Buy
+10,188
New +$393K 0.18% 87

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Watts Gwilliam & Co's OKLO Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its Oklo (OKLO) stake by 7.1% in Q3 2025, selling an estimated $56.3K and leaving 9,469 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #88.

Watts Gwilliam & Co first reported a position in OKLO in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

  • Watts Gwilliam & Co held 9,469 shares of Oklo worth $1.06M as of Q3 2025.
  • Watts Gwilliam & Co sold 719 Oklo shares in Q3 2025, an estimated $56.3K.
  • Oklo made up 0.17% of Watts Gwilliam & Co's portfolio in Q3 2025, its #88 holding.
  • Watts Gwilliam & Co first reported a position in Oklo in Q2 2025 and has held it in 2 quarters since.
  • Watts Gwilliam & Co's Oklo position peaked at $1.07M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.