EWA
OKLO

EverSource Wealth Advisors’s Oklo OKLO Stock Holding History

EverSource 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 		$28.8K Buy
551
+318
+136% +$19.8K ﹤0.01% 2174
2026
Q1 		$11.6K Sell
233
-361
-61% -$26K ﹤0.01% 2837
2025
Q4 		$42.6K Buy
594
+73
+14% +$8.14K ﹤0.01% 1853
2025
Q3 		$58.2K Sell
521
-134
-20% -$10.5K ﹤0.01% 1592
2025
Q2 		$36.7K Buy
655
+606
+1,237% +$23.4K ﹤0.01% 1829
2025
Q1 		$1.06K Buy
49
+23
+88% +$777 ﹤0.01% 3209
2024
Q4 		$552 Buy
+26
New +$504 ﹤0.01% 3153

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

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

EverSource Wealth Advisors increased its Oklo (OKLO) stake by 136% in Q2 2026, buying an estimated $19.8K and bringing the position to 551 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

EverSource Wealth Advisors first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.2K in Q3 2025. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • EverSource Wealth Advisors held 551 shares of Oklo worth $28.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 318 Oklo shares in Q2 2026, an estimated $19.8K.
  • Oklo made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2174 holding.
  • EverSource Wealth Advisors first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Oklo position peaked at $58.2K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.