Envestnet Asset Management
OKLO

Envestnet Asset Management’s Oklo OKLO Stock Holding History

Envestnet 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 		$727K Buy
13,890
+3,546
+34% +$221K ﹤0.01% 3830
2026
Q1 		$513K Buy
10,344
+470
+5% +$33.8K ﹤0.01% 3921
2025
Q4 		$709K Sell
9,874
-13,522
-58% -$1.51M ﹤0.01% 3467
2025
Q3 		$2.61M Buy
23,396
+17,526
+299% +$1.37M ﹤0.01% 2707
2025
Q2 		$329K Buy
+5,870
New +$226K ﹤0.01% 3967

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

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

Envestnet Asset Management increased its Oklo (OKLO) stake by 34% in Q2 2026, buying an estimated $221K and bringing the position to 13,890 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #3830.

Envestnet Asset Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Envestnet Asset Management held 13,890 shares of Oklo worth $727K as of Q2 2026.
  • Envestnet Asset Management bought 3,546 Oklo shares in Q2 2026, an estimated $221K.
  • Oklo made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3830 holding.
  • Envestnet Asset Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's Oklo position peaked at $2.61M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.