APW
OKLO

Aventura Private Wealth’s Oklo OKLO Stock Holding History

Aventura Private Wealth’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 		$554K Sell
10,591
-238
-2% -$14.9K 0.17% 92
2026
Q1 		$537K Buy
10,829
+1,555
+17% +$112K 0.2% 84
2025
Q4 		$666K Sell
9,274
-708
-7% -$79K 0.24% 74
2025
Q3 		$1.11M Buy
9,982
+57
+0.6% +$4.46K 0.41% 48
2025
Q2 		$556K Sell
9,925
-200
-2% -$7.71K 0.24% 81
2025
Q1 		$219K Sell
10,125
-56
-0.6% -$1.89K 0.11% 134
2024
Q4 		$216K Buy
+10,181
New +$197K 0.12% 131

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

Aventura Private Wealth's OKLO Position: Q2 2026 in Review

Aventura Private Wealth reduced its Oklo (OKLO) stake by 2.2% in Q2 2026, selling an estimated $14.9K and leaving 10,591 shares worth $554K. The position accounts for 0.17% of the portfolio, ranked #92.

Aventura Private Wealth first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Aventura Private Wealth held 10,591 shares of Oklo worth $554K as of Q2 2026.
  • Aventura Private Wealth sold 238 Oklo shares in Q2 2026, an estimated $14.9K.
  • Oklo made up 0.17% of Aventura Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Aventura Private Wealth first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Oklo position peaked at $1.11M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.