WWM
OKLO

Westwood Wealth Management’s Oklo OKLO Stock Holding History

Westwood Wealth 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
Q1 		$4.62M Buy
+93,190
New +$6.7M 1.81% 13
2025
Q4 		– Sell
-75,255
Closed -$8.4M – 132
2025
Q3 		$8.4M Sell
75,255
-29,995
-28% -$2.35M 3.08% 8
2025
Q2 		$5.89M Sell
105,250
-5,250
-5% -$202K 1.98% 12
2025
Q1 		$2.39M Buy
110,500
+90,800
+461% +$3.07M 1.03% 16
2024
Q4 		$418K Buy
+19,700
New +$382K 0.15% 35

Other funds holding OKLO

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Westwood Wealth Management's OKLO Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Oklo (OKLO) in Q1 2026: 93,190 shares worth $4.62M. The stake represents 1.81% of the portfolio and ranks #13 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in OKLO as recently as Q3 2025.

Westwood Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.4M in Q3 2025. 676 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Westwood Wealth Management held 93,190 shares of Oklo worth $4.62M as of Q1 2026.
  • Oklo was a new Westwood Wealth Management position in Q1 2026.
  • Oklo made up 1.81% of Westwood Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Westwood Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 5 quarters since.
  • Westwood Wealth Management's Oklo position peaked at $8.4M in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.