BC
OKLO

Barrett & Company’s Oklo OKLO Stock Holding History

Barrett & Company’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 		$4.97K Hold
95
– – ﹤0.01% 554
2026
Q1 		$4.71K Hold
95
– – ﹤0.01% 531
2025
Q4 		$6.82K Buy
95
+10
+12% +$1.11K ﹤0.01% 501
2025
Q3 		$9.49K Hold
85
– – ﹤0.01% 472
2025
Q2 		$4.76K Buy
+85
New +$3.28K ﹤0.01% 538

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

Barrett & Company's OKLO Position: Q2 2026 in Review

Barrett & Company held its Oklo (OKLO) position steady in Q2 2026 at 95 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Barrett & Company first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.49K in Q3 2025. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Barrett & Company held 95 shares of Oklo worth $4.97K as of Q2 2026.
  • Barrett & Company left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #554 holding.
  • Barrett & Company first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Barrett & Company's Oklo position peaked at $9.49K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.