WIM
OKLO

WealthPlan Investment Management’s Oklo OKLO Stock Holding History

WealthPlan Investment Management’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 		$240K Sell
4,580
-184
-4% -$11.5K 0.01% 428
2026
Q1 		$236K Buy
+4,764
New +$343K 0.01% 426

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

WealthPlan Investment Management's OKLO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Oklo (OKLO) stake by 3.9% in Q2 2026, selling an estimated $11.5K and leaving 4,580 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #428.

WealthPlan Investment Management first reported a position in OKLO in Q1 2026 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • WealthPlan Investment Management held 4,580 shares of Oklo worth $240K as of Q2 2026.
  • WealthPlan Investment Management sold 184 Oklo shares in Q2 2026, an estimated $11.5K.
  • Oklo made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #428 holding.
  • WealthPlan Investment Management first reported a position in Oklo in Q1 2026 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.