AW
OKLO

Avion Wealth’s Oklo OKLO Stock Holding History

Avion 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 		$0 Buy
+9
New +$562 ﹤0.01% 1801
2026
Q1 		– Sell
-4
Closed – – 1655
2025
Q4 		$0 Sell
4
-225
-98% -$25.1K ﹤0.01% 1641
2025
Q3 		$25K Sell
229
-2,752
-92% -$215K 0.01% 306
2025
Q2 		$166K Buy
+2,981
New +$115K 0.04% 102

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

Avion Wealth's OKLO Position: Q2 2026 in Review

Avion Wealth opened a new position in Oklo (OKLO) in Q2 2026: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1801 among its holdings. This is a return to the name: Avion Wealth previously reported a position in OKLO as recently as Q4 2025.

Avion Wealth first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $166K in Q2 2025. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Avion Wealth held 9 shares of Oklo worth $0 as of Q2 2026.
  • Oklo was a new Avion Wealth position in Q2 2026.
  • Oklo made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1801 holding.
  • Avion Wealth first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Avion Wealth's Oklo position peaked at $166K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.