WSCM
OKLO

Wellington Shields Capital Management’s Oklo OKLO Stock Holding History

Wellington Shields Capital 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
2025
Q4 		– Sell
-1,150
Closed -$128K – 350
2025
Q3 		$128K Buy
+1,150
New +$90K 0.02% 267

Other funds holding OKLO

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Shields Capital Management's OKLO Position: Q4 2025 in Review

Wellington Shields Capital Management sold out of Oklo (OKLO) in Q4 2025, closing a stake of 1,150 shares — an estimated $128K sold.

Wellington Shields Capital Management first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $128K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Wellington Shields Capital Management reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 1,150 Oklo shares in Q4 2025, an estimated $128K.
  • Wellington Shields Capital Management first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
  • Wellington Shields Capital Management's Oklo position peaked at $128K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Wellington Shields Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.