FIA
OKLO

Foundations Investment Advisors’s Oklo OKLO Stock Holding History

Foundations Investment 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 		$8.47M Buy
161,780
+16,268
+11% +$1.02M 0.09% 186
2026
Q1 		$7.22M Buy
145,512
+50,451
+53% +$3.63M 0.09% 177
2025
Q4 		$6.82M Buy
95,061
+12,233
+15% +$1.36M 0.09% 177
2025
Q3 		$9.25M Buy
82,828
+9,832
+13% +$770K 0.13% 146
2025
Q2 		$4.09M Buy
72,996
+20,341
+39% +$785K 0.06% 226
2025
Q1 		$1.14M Buy
52,655
+6,248
+13% +$211K 0.02% 378
2024
Q4 		$985K Buy
+46,407
New +$899K 0.02% 399

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

Foundations Investment Advisors's OKLO Position: Q2 2026 in Review

Foundations Investment Advisors increased its Oklo (OKLO) stake by 11% in Q2 2026, buying an estimated $1.02M and bringing the position to 161,780 shares worth $8.47M. The position accounts for 0.09% of the portfolio, ranked #186.

Foundations Investment Advisors first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.25M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Foundations Investment Advisors held 161,780 shares of Oklo worth $8.47M as of Q2 2026.
  • Foundations Investment Advisors bought 16,268 Oklo shares in Q2 2026, an estimated $1.02M.
  • Oklo made up 0.09% of Foundations Investment Advisors's portfolio in Q2 2026, its #186 holding.
  • Foundations Investment Advisors first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Foundations Investment Advisors's Oklo position peaked at $9.25M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.