CG
OKLO

Caprock Group’s Oklo OKLO Stock Holding History

Caprock Group’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 		$6.86M Sell
131,055
-60
-0% -$3.74K 0.13% 115
2026
Q1 		$6.5M Sell
131,115
-2,152
-2% -$155K 0.16% 104
2025
Q4 		$9.56M Buy
133,267
+423
+0.3% +$47.2K 0.2% 78
2025
Q3 		$9.78M Buy
+132,844
New +$10.4M 0.24% 73
2025
Q1 		$2.87M Hold
132,778
– – 0.09% 201
2024
Q4 		$2.82M Buy
+132,778
New +$2.57M 0.09% 190

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

Caprock Group's OKLO Position: Q2 2026 in Review

Caprock Group reduced its Oklo (OKLO) stake by 0.05% in Q2 2026, selling an estimated $3.74K and leaving 131,055 shares worth $6.86M. The position accounts for 0.13% of the portfolio, ranked #115.

Caprock Group first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.78M in Q3 2025. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Caprock Group held 131,055 shares of Oklo worth $6.86M as of Q2 2026.
  • Caprock Group sold 60 Oklo shares in Q2 2026, an estimated $3.74K.
  • Oklo made up 0.13% of Caprock Group's portfolio in Q2 2026, its #115 holding.
  • Caprock Group first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • Caprock Group's Oklo position peaked at $9.78M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.