AAM
OKLO

Advisors Asset Management’s Oklo OKLO Stock Holding History

Advisors Asset 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 		$376K Sell
7,190
-30
-0.4% -$1.87K 0.01% 1043
2026
Q1 		$358K Sell
7,220
-179
-2% -$12.9K 0.01% 1041
2025
Q4 		$531K Buy
7,399
+1,863
+34% +$208K 0.01% 936
2025
Q3 		$618K Buy
5,536
+2,189
+65% +$171K 0.01% 930
2025
Q2 		$187K Buy
+3,347
New +$129K ﹤0.01% 1125

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

Advisors Asset Management's OKLO Position: Q2 2026 in Review

Advisors Asset Management reduced its Oklo (OKLO) stake by 0.42% in Q2 2026, selling an estimated $1.87K and leaving 7,190 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1043.

Advisors Asset Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $618K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Advisors Asset Management held 7,190 shares of Oklo worth $376K as of Q2 2026.
  • Advisors Asset Management sold 30 Oklo shares in Q2 2026, an estimated $1.87K.
  • Oklo made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1043 holding.
  • Advisors Asset Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Advisors Asset Management's Oklo position peaked at $618K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.