AIA
OKLO

AssuredPartners Investment Advisors’s Oklo OKLO Stock Holding History

AssuredPartners Investment 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
2025
Q4 		– Sell
-2,076
Closed -$232K – 356
2025
Q3 		$232K Buy
+2,076
New +$163K 0.05% 244

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AssuredPartners Investment Advisors's OKLO Position: Q4 2025 in Review

AssuredPartners Investment Advisors sold out of Oklo (OKLO) in Q4 2025, closing a stake of 2,076 shares — an estimated $232K sold.

AssuredPartners Investment Advisors first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • AssuredPartners Investment Advisors reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 2,076 Oklo shares in Q4 2025, an estimated $232K.
  • AssuredPartners Investment Advisors first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's Oklo position peaked at $232K in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.