Cerity Partners
OKLO

Cerity Partners’s Oklo OKLO Stock Holding History

Cerity Partners’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 		$3.85M Buy
73,626
+43,581
+145% +$2.72M ﹤0.01% 1225
2026
Q1 		$1.52M Buy
30,045
+1,476
+5% +$106K ﹤0.01% 1622
2025
Q4 		$2.05M Sell
28,569
-5,807
-17% -$648K ﹤0.01% 1366
2025
Q3 		$3.84M Sell
34,376
-19,703
-36% -$1.54M 0.01% 993
2025
Q2 		$3.03M Buy
54,079
+2,109
+4% +$81.3K 0.01% 1033
2025
Q1 		$1.12M Sell
51,970
-1,835
-3% -$62K ﹤0.01% 1375
2024
Q4 		$1.14M Buy
53,805
+2,490
+5% +$48.3K ﹤0.01% 1352
2024
Q3 		$415K Hold
51,315
– – ﹤0.01% 1880
2024
Q2 		$435K Buy
+51,315
New +$577K ﹤0.01% 1615

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
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Cerity Partners's OKLO Position: Q2 2026 in Review

Cerity Partners increased its Oklo (OKLO) stake by 145% in Q2 2026, buying an estimated $2.72M and bringing the position to 73,626 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Cerity Partners first reported a position in OKLO in Q2 2024 and has held it in 9 quarters since. 624 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Cerity Partners held 73,626 shares of Oklo worth $3.85M as of Q2 2026.
  • Cerity Partners bought 43,581 Oklo shares in Q2 2026, an estimated $2.72M.
  • Oklo made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1225 holding.
  • Cerity Partners first reported a position in Oklo in Q2 2024 and has held it in 9 quarters since.
  • 624 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.