EP Wealth Advisors’s Oklo OKLO Stock Holding History

EP Wealth 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	$302K	Buy	+5,763	New	+$360K	﹤0.01%	1290
2026 Q1	–	Sell	-3,103	Closed	-$223K	–	1614
2025 Q4	$223K	Buy	+3,103	New	+$346K	﹤0.01%	1324

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

EP Wealth Advisors's OKLO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Oklo (OKLO) in Q2 2026: 5,763 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in OKLO as recently as Q4 2025.

EP Wealth Advisors first reported a position in OKLO in Q4 2025 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

EP Wealth Advisors held 5,763 shares of Oklo worth $302K as of Q2 2026.
Oklo was a new EP Wealth Advisors position in Q2 2026.
Oklo made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1290 holding.
EP Wealth Advisors first reported a position in Oklo in Q4 2025 and has held it in 2 quarters since.
671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.