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
Q2 		$5.09M Buy
97,240
+4,050
+4% +$253K 1.48% 15
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Westwood Wealth Management increased its Oklo (OKLO) stake by 4.3% in Q2 2026, buying an estimated $253K and bringing the position to 97,240 shares worth $5.09M. The position accounts for 1.48% of the portfolio, ranked #15.

Westwood Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.4M in Q3 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Westwood Wealth Management held 97,240 shares of Oklo worth $5.09M as of Q2 2026.
  • Westwood Wealth Management bought 4,050 Oklo shares in Q2 2026, an estimated $253K.
  • Oklo made up 1.48% of Westwood Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Westwood Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • Westwood Wealth Management's Oklo position peaked at $8.4M in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.