Evergreen Capital Management’s Oklo OKLO Stock Holding History

Evergreen Capital 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	$696K	Sell	13,291 -41	-0.3%	-$2.56K	0.01%	708
2026 Q1	$661K	Sell	13,332 -7	-0.1%	-$503	0.01%	635
2025 Q4	$957K	Sell	13,339 -11,997	-47%	-$1.34M	0.02%	482
2025 Q3	$2.83M	Buy	25,336 +4	+0%	+$313	0.07%	233
2025 Q2	$1.42M	Buy	25,332 +1,147	+5%	+$44.2K	0.04%	308
2025 Q1	$523K	Buy	+24,185	New	+$817K	0.02%	489

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

Evergreen Capital Management's OKLO Position: Q2 2026 in Review

Evergreen Capital Management reduced its Oklo (OKLO) stake by 0.31% in Q2 2026, selling an estimated $2.56K and leaving 13,291 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #708.

Evergreen Capital Management first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.83M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Evergreen Capital Management held 13,291 shares of Oklo worth $696K as of Q2 2026.
Evergreen Capital Management sold 41 Oklo shares in Q2 2026, an estimated $2.56K.
Oklo made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #708 holding.
Evergreen Capital Management first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
Evergreen Capital Management's Oklo position peaked at $2.83M in Q3 2025.
666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.