BWA
OKLO

Bordeaux Wealth Advisors’s Oklo OKLO Stock Holding History

Bordeaux Wealth 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
Q2 		$233K Buy
+4,158
New +$160K 0.03% 147

Other funds holding OKLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bordeaux Wealth Advisors's OKLO Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Oklo (OKLO) in Q2 2025: 4,158 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #147 among its holdings.

481 funds tracked by Wall St. Rank hold OKLO as of Q2 2025.

  • Bordeaux Wealth Advisors held 4,158 shares of Oklo worth $233K as of Q2 2025.
  • Oklo was a new Bordeaux Wealth Advisors position in Q2 2025.
  • Oklo made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #147 holding.
  • 481 funds tracked by Wall St. Rank held Oklo as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.