WFA of San Diego’s Oklo OKLO Stock Holding History

WFA of San Diego’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	-200	Closed	-$9.92K	–	390
2026 Q1	$9.92K	Hold	200	–	–	0.01%	299
2025 Q4	$14.4K	Sell	200 -200	-50%	-$22.3K	0.01%	292
2025 Q3	$44.7K	Hold	400	–	–	0.03%	215
2025 Q2	$22.4K	Buy	+400	New	+$15.4K	0.02%	261

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 $3.38T AUM 44.17% 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

WFA of San Diego's OKLO Position: Q2 2026 in Review

WFA of San Diego sold out of Oklo (OKLO) in Q2 2026, closing a stake of 200 shares — an estimated $9.92K sold.

WFA of San Diego first reported a position in OKLO in Q2 2025 and held it in 4 quarters. The position peaked at $44.7K in Q3 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

WFA of San Diego reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 200 Oklo shares in Q2 2026, an estimated $9.92K.
WFA of San Diego first reported a position in Oklo in Q2 2025 and held it in 4 quarters.
WFA of San Diego's Oklo position peaked at $44.7K in Q3 2025.
673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.