FA
OKLO

Fountainhead AM’s Oklo OKLO Stock Holding History

Fountainhead AM’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 		$132K Sell
2,517
-836
-25% -$52.2K 0.1% 116
2026
Q1 		$166K Buy
3,353
+1,368
+69% +$98.4K 0.15% 108
2025
Q4 		$142K Sell
1,985
-2,730
-58% -$304K 0.21% 75
2025
Q3 		$526K Buy
+4,715
New +$369K 0.07% 112

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

Fountainhead AM's OKLO Position: Q2 2026 in Review

Fountainhead AM reduced its Oklo (OKLO) stake by 25% in Q2 2026, selling an estimated $52.2K and leaving 2,517 shares worth $132K. The position accounts for 0.1% of the portfolio, ranked #116.

Fountainhead AM first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $526K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Fountainhead AM held 2,517 shares of Oklo worth $132K as of Q2 2026.
  • Fountainhead AM sold 836 Oklo shares in Q2 2026, an estimated $52.2K.
  • Oklo made up 0.1% of Fountainhead AM's portfolio in Q2 2026, its #116 holding.
  • Fountainhead AM first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Fountainhead AM's Oklo position peaked at $526K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.