AGWCA
OKLO

Annis Gardner Whiting Capital Advisors’s Oklo OKLO Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-1
Closed -$50 – 1301
2026
Q1 		$50 Hold
1
– – ﹤0.01% 1309
2025
Q4 		$72 Hold
1
– – ﹤0.01% 1186
2025
Q3 		$112 Hold
1
– – ﹤0.01% 1156
2025
Q2 		$56 Buy
+1
New +$39 ﹤0.01% 1324

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

Annis Gardner Whiting Capital Advisors's OKLO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Oklo (OKLO) in Q2 2026, closing a stake of 1 share — an estimated $50 sold.

Annis Gardner Whiting Capital Advisors first reported a position in OKLO in Q2 2025 and held it in 4 quarters. The position peaked at $112 in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1 Oklo share in Q2 2026, an estimated $50.
  • Annis Gardner Whiting Capital Advisors first reported a position in Oklo in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Oklo position peaked at $112 in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.