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OKLO

Bell Investment Advisors’s Oklo OKLO Stock Holding History

Bell 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
2026
Q2 		$1.15K Hold
22
– – ﹤0.01% 1498
2026
Q1 		$1.09K Buy
22
+9
+69% +$647 ﹤0.01% 1518
2025
Q4 		$933 Sell
13
-9
-41% -$1K ﹤0.01% 1562
2025
Q3 		$2.46K Buy
+22
New +$1.72K ﹤0.01% 1260
2025
Q2 		– Sell
-12
Closed -$260 – 1989
2025
Q1 		$260 Buy
+12
New +$405 ﹤0.01% 1858

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

Bell Investment Advisors's OKLO Position: Q2 2026 in Review

Bell Investment Advisors held its Oklo (OKLO) position steady in Q2 2026 at 22 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Bell Investment Advisors first reported a position in OKLO in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.46K in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Bell Investment Advisors held 22 shares of Oklo worth $1.15K as of Q2 2026.
  • Bell Investment Advisors left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1498 holding.
  • Bell Investment Advisors first reported a position in Oklo in Q1 2025 and has held it in 5 quarters since.
  • Bell Investment Advisors's Oklo position peaked at $2.46K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.