Counterpoint Mutual Funds’s Oklo OKLO Stock Holding History

Counterpoint Mutual Funds’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	-4,213	Closed	-$470K	–	515
2025 Q3	$470K	Buy	+4,213	New	+$330K	0.04%	194

Other funds holding OKLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Counterpoint Mutual Funds's OKLO Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Oklo (OKLO) in Q4 2025, closing a stake of 4,213 shares — an estimated $470K sold.

Counterpoint Mutual Funds first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $470K in Q3 2025. 682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Counterpoint Mutual Funds reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Counterpoint Mutual Funds sold 4,213 Oklo shares in Q4 2025, an estimated $470K.
Counterpoint Mutual Funds first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
Counterpoint Mutual Funds's Oklo position peaked at $470K in Q3 2025.
682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.