CAM
OKLO

Costello Asset Management’s Oklo OKLO Stock Holding History

Costello Asset Management’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 		$26.2K Hold
500
– – 0.01% 365
2026
Q1 		$24.8K Buy
500
+200
+67% +$14.4K 0.01% 351
2025
Q4 		$21.5K Sell
300
-200
-40% -$22.3K 0.01% 367
2025
Q3 		$55.8K Buy
500
+200
+67% +$15.7K 0.02% 216
2025
Q2 		$16.8K Buy
+300
New +$11.6K 0.01% 398

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

Costello Asset Management's OKLO Position: Q2 2026 in Review

Costello Asset Management held its Oklo (OKLO) position steady in Q2 2026 at 500 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #365.

Costello Asset Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $55.8K in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Costello Asset Management held 500 shares of Oklo worth $26.2K as of Q2 2026.
  • Costello Asset Management left its Oklo share count unchanged in Q2 2026.
  • Oklo made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #365 holding.
  • Costello Asset Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Oklo position peaked at $55.8K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.