GA
OKLO

GoalVest Advisory’s Oklo OKLO Stock Holding History

GoalVest Advisory’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 		$14.3K Hold
274
– – ﹤0.01% 332
2026
Q1 		$13.6K Hold
274
– – ﹤0.01% 356
2025
Q4 		$19.7K Hold
274
– – ﹤0.01% 358
2025
Q3 		$30.6K Buy
274
+70
+34% +$5.48K 0.01% 264
2025
Q2 		$11.4K Buy
+204
New +$7.87K ﹤0.01% 300

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

GoalVest Advisory's OKLO Position: Q2 2026 in Review

GoalVest Advisory held its Oklo (OKLO) position steady in Q2 2026 at 274 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

GoalVest Advisory first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.6K in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • GoalVest Advisory held 274 shares of Oklo worth $14.3K as of Q2 2026.
  • GoalVest Advisory left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #332 holding.
  • GoalVest Advisory first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • GoalVest Advisory's Oklo position peaked at $30.6K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.