Wealth Preservation Advisors’s Oklo OKLO Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-821	Closed	-$40.7K	–	983
2026 Q1	$40.7K	Buy	+821	New	+$59K	0.03%	194

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealth Preservation Advisors's OKLO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Oklo (OKLO) in Q2 2026, closing a stake of 821 shares — an estimated $40.7K sold.

Wealth Preservation Advisors first reported a position in OKLO in Q1 2026 and held it in 1 quarter. The position peaked at $40.7K in Q1 2026. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Wealth Preservation Advisors reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 821 Oklo shares in Q2 2026, an estimated $40.7K.
Wealth Preservation Advisors first reported a position in Oklo in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Oklo position peaked at $40.7K in Q1 2026.
669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.