CFP
OKLO

Comprehensive Financial Planning’s Oklo OKLO Stock Holding History

Comprehensive Financial Planning’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 		$34.8K Hold
665
– – 0.02% 197
2026
Q1 		$33K Sell
665
-150
-18% -$10.8K 0.02% 183
2025
Q4 		$58.5K Buy
815
+500
+159% +$55.8K 0.04% 157
2025
Q3 		$35.2K Buy
315
+285
+950% +$22.3K 0.02% 182
2025
Q2 		$1.68K Hold
30
– – ﹤0.01% 295
2025
Q1 		$648 Hold
30
– – ﹤0.01% 307
2024
Q4 		$637 Buy
+30
New +$581 ﹤0.01% 334

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

Comprehensive Financial Planning's OKLO Position: Q2 2026 in Review

Comprehensive Financial Planning held its Oklo (OKLO) position steady in Q2 2026 at 665 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #197.

Comprehensive Financial Planning first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.5K in Q4 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Comprehensive Financial Planning held 665 shares of Oklo worth $34.8K as of Q2 2026.
  • Comprehensive Financial Planning left its Oklo share count unchanged in Q2 2026.
  • Oklo made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #197 holding.
  • Comprehensive Financial Planning first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Oklo position peaked at $58.5K in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.