Creative Planning’s Oklo OKLO Stock Holding History

Creative 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	$2.51M	Sell	48,048 -243	-0.5%	-$15.2K	﹤0.01%	1909
2026 Q1	$2.39M	Sell	48,291 -2,847	-6%	-$205K	﹤0.01%	1760
2025 Q4	$3.67M	Buy	51,138 +23,627	+86%	+$2.63M	﹤0.01%	1226
2025 Q3	$3.07M	Sell	27,511 -45,395	-62%	-$3.55M	﹤0.01%	1202
2025 Q2	$4.08M	Buy	72,906 +62,993	+635%	+$2.43M	﹤0.01%	859
2025 Q1	$214K	Buy	+9,913	New	+$335K	﹤0.01%	3006

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's OKLO Position: Q2 2026 in Review

Creative Planning reduced its Oklo (OKLO) stake by 0.5% in Q2 2026, selling an estimated $15.2K and leaving 48,048 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Creative Planning first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.08M in Q2 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Creative Planning held 48,048 shares of Oklo worth $2.51M as of Q2 2026.
Creative Planning sold 243 Oklo shares in Q2 2026, an estimated $15.2K.
Oklo made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1909 holding.
Creative Planning first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
Creative Planning's Oklo position peaked at $4.08M in Q2 2025.
671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.