CIA
OKLO

Concurrent Investment Advisors’s Oklo OKLO Stock Holding History

Concurrent 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
Q2 		$1.28M Buy
24,528
+2,447
+11% +$153K 0.01% 896
2026
Q1 		$1.09M Sell
22,081
-3,110
-12% -$224K 0.01% 836
2025
Q4 		$1.81M Sell
25,191
-8,222
-25% -$917K 0.02% 608
2025
Q3 		$3.73M Sell
33,413
-1,159
-3% -$90.8K 0.06% 299
2025
Q2 		$1.94M Sell
34,572
-710
-2% -$27.4K 0.04% 436
2025
Q1 		$763K Buy
+35,282
New +$1.19M 0.02% 618

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

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

Concurrent Investment Advisors increased its Oklo (OKLO) stake by 11% in Q2 2026, buying an estimated $153K and bringing the position to 24,528 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #896.

Concurrent Investment Advisors first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.73M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Concurrent Investment Advisors held 24,528 shares of Oklo worth $1.28M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,447 Oklo shares in Q2 2026, an estimated $153K.
  • Oklo made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #896 holding.
  • Concurrent Investment Advisors first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Oklo position peaked at $3.73M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.