Capstone Investment Advisors
OKLO

Capstone Investment Advisors’s Oklo OKLO Stock Holding History

Capstone 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
Q1 		$401K Buy
8,088
+201
+3% +$14.5K ﹤0.01% 1245
2025
Q4 		$566K Buy
7,887
+5,949
+307% +$663K ﹤0.01% 1106
2025
Q3 		$216K Buy
+1,938
New +$152K ﹤0.01% 1788
2025
Q2 		– Sell
-18,020
Closed -$390K – 1766
2025
Q1 		$390K Buy
+18,020
New +$609K ﹤0.01% 1135
2023
Q1 		– Sell
-373,551
Closed -$3.71M – 1715
2022
Q4 		$3.71M Hold
373,551
– – 0.03% 491
2022
Q3 		$3.65M Hold
373,551
– – 0.02% 503
2022
Q2 		$3.6M Hold
373,551
– – 0.02% 517
2022
Q1 		$3.65M Sell
373,551
-6,967
-2% -$67.9K 0.01% 808
2021
Q4 		$3.75M Buy
380,518
+59,300
+18% +$585K 0.01% 911
2021
Q3 		$3.16M Buy
+321,218
New +$3.17M 0.01% 1018

Other funds holding OKLO

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Capstone Investment Advisors's OKLO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Oklo (OKLO) stake by 2.5% in Q1 2026, buying an estimated $14.5K and bringing the position to 8,088 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Capstone Investment Advisors first reported a position in OKLO in Q3 2021 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2021. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Capstone Investment Advisors held 8,088 shares of Oklo worth $401K as of Q1 2026.
  • Capstone Investment Advisors bought 201 Oklo shares in Q1 2026, an estimated $14.5K.
  • Oklo made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1245 holding.
  • Capstone Investment Advisors first reported a position in Oklo in Q3 2021 and has held it in 10 quarters since.
  • Capstone Investment Advisors's Oklo position peaked at $3.75M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

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