Forum Financial Management’s Oklo OKLO Stock Holding History

Forum Financial 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 Q1	–	Sell	-2,817	Closed	-$202K	–	1017
2025 Q4	$202K	Buy	+2,817	New	+$314K	﹤0.01%	971

Other funds holding OKLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Defiance ETFs New York $7.37B AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Forum Financial Management's OKLO Position: Q1 2026 in Review

Forum Financial Management sold out of Oklo (OKLO) in Q1 2026, closing a stake of 2,817 shares — an estimated $202K sold.

Forum Financial Management first reported a position in OKLO in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

Forum Financial Management reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,817 Oklo shares in Q1 2026, an estimated $202K.
Forum Financial Management first reported a position in Oklo in Q4 2025 and held it in 1 quarter.
Forum Financial Management's Oklo position peaked at $202K in Q4 2025.
678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.