CIA
OKLO

Cape Investment Advisory’s Oklo OKLO Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-126
Closed -$9.04K – 1267
2025
Q4 		$9.04K Buy
+126
New +$14.1K ﹤0.01% 775
2025
Q3 		– Sell
-40
Closed -$2.24K – 1217
2025
Q2 		$2.24K Sell
40
-960
-96% -$37K ﹤0.01% 922
2025
Q1 		$21.6K Buy
+1,000
New +$33.8K 0.01% 467

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Cape Investment Advisory's OKLO Position: Q1 2026 in Review

Cape Investment Advisory sold out of Oklo (OKLO) in Q1 2026, closing a stake of 126 shares — an estimated $9.04K sold.

Cape Investment Advisory first reported a position in OKLO in Q1 2025 and held it in 3 quarters. The position peaked at $21.6K in Q1 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Cape Investment Advisory reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 126 Oklo shares in Q1 2026, an estimated $9.04K.
  • Cape Investment Advisory first reported a position in Oklo in Q1 2025 and held it in 3 quarters.
  • Cape Investment Advisory's Oklo position peaked at $21.6K in Q1 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.