WMP
OKLO

Wealth Management Partners’s Oklo OKLO Stock Holding History

Wealth Management 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 		$912K Buy
17,429
+1,059
+6% +$66.1K 0.21% 84
2026
Q1 		$812K Buy
16,370
+1,552
+10% +$112K 0.23% 81
2025
Q4 		$1.06M Buy
14,818
+1,928
+15% +$215K 0.3% 65
2025
Q3 		$1.44M Buy
12,890
+7,605
+144% +$596K 0.46% 49
2025
Q2 		$296K Buy
+5,285
New +$204K 0.1% 113

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

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

Wealth Management Partners increased its Oklo (OKLO) stake by 6.5% in Q2 2026, buying an estimated $66.1K and bringing the position to 17,429 shares worth $912K. The position accounts for 0.21% of the portfolio, ranked #84.

Wealth Management Partners first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Wealth Management Partners held 17,429 shares of Oklo worth $912K as of Q2 2026.
  • Wealth Management Partners bought 1,059 Oklo shares in Q2 2026, an estimated $66.1K.
  • Oklo made up 0.21% of Wealth Management Partners's portfolio in Q2 2026, its #84 holding.
  • Wealth Management Partners first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Wealth Management Partners's Oklo position peaked at $1.44M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.