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
2025
Q4 		– Sell
-2,500
Closed -$279K – 2140
2025
Q3 		$279K Buy
+2,500
New +$196K ﹤0.01% 1678

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Capstone Investment Advisors increased its Oklo (OKLO) stake by 15% in Q2 2026, buying an estimated $78.1K and bringing the position to 9,339 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Capstone Investment Advisors first reported a position in OKLO in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.75M in Q4 2021. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Capstone Investment Advisors held 9,339 shares of Oklo worth $489K as of Q2 2026.
  • Capstone Investment Advisors bought 1,251 Oklo shares in Q2 2026, an estimated $78.1K.
  • Oklo made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1250 holding.
  • Capstone Investment Advisors first reported a position in Oklo in Q3 2021 and has held it in 11 quarters since.
  • Capstone Investment Advisors's Oklo position peaked at $3.75M in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.