FAM
OKLO

Formidable Asset Management’s Oklo OKLO Stock Holding History

Formidable 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 		– Sell
-3,234
Closed -$232K – 418
2026
Q1 		$232K Sell
3,234
-100
-3% -$7.19K 0.04% 351
2025
Q4 		$372K Buy
+3,334
New +$372K 0.05% 298

Other funds holding OKLO

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Formidable Asset Management sold out of Oklo (OKLO) in Q2 2026, closing a stake of 3,234 shares — an estimated $232K sold.

Formidable Asset Management first reported a position in OKLO in Q4 2025 and held it in 2 quarters. The position peaked at $372K in Q4 2025. 90 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Formidable Asset Management reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Formidable Asset Management sold 3,234 Oklo shares in Q2 2026, an estimated $232K.
  • Formidable Asset Management first reported a position in Oklo in Q4 2025 and held it in 2 quarters.
  • Formidable Asset Management's Oklo position peaked at $372K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.