WWM
OKLO

WJ Wealth Management’s Oklo OKLO Stock Holding History

WJ 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 		$447K Sell
8,533
-560
-6% -$34.9K 0.18% 63
2026
Q1 		$451K Sell
9,093
-1,265
-12% -$90.9K 0.21% 56
2025
Q4 		$743K Sell
10,358
-215
-2% -$24K 0.33% 40
2025
Q3 		$1.4M Sell
10,573
-10,877
-51% -$852K 0.62% 32
2025
Q2 		$1.2M Buy
21,450
+3,450
+19% +$133K 0.38% 44
2025
Q1 		$389K Sell
18,000
-3,512
-16% -$119K 0.14% 64
2024
Q4 		$457K Buy
+21,512
New +$417K 0.16% 60

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

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

WJ Wealth Management reduced its Oklo (OKLO) stake by 6.2% in Q2 2026, selling an estimated $34.9K and leaving 8,533 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #63.

WJ Wealth Management first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • WJ Wealth Management held 8,533 shares of Oklo worth $447K as of Q2 2026.
  • WJ Wealth Management sold 560 Oklo shares in Q2 2026, an estimated $34.9K.
  • Oklo made up 0.18% of WJ Wealth Management's portfolio in Q2 2026, its #63 holding.
  • WJ Wealth Management first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • WJ Wealth Management's Oklo position peaked at $1.4M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.