Herold Advisors’s Oklo OKLO Stock Holding History

Herold 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 Q1	$233K	Hold	4,700	–	–	0.05%	237
2025 Q4	$337K	Hold	4,700	–	–	0.08%	196
2025 Q3	$525K	Hold	4,700	–	–	0.12%	157
2025 Q2	$263K	Buy	+4,700	New	+$181K	0.06%	262

Other funds holding OKLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Defiance ETFs New York $6.98B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Herold Advisors's OKLO Position: Q1 2026 in Review

Herold Advisors held its Oklo (OKLO) position steady in Q1 2026 at 4,700 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #237.

Herold Advisors first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $525K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

Herold Advisors held 4,700 shares of Oklo worth $233K as of Q1 2026.
Herold Advisors left its Oklo share count unchanged in Q1 2026.
Oklo made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #237 holding.
Herold Advisors first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
Herold Advisors's Oklo position peaked at $525K in Q3 2025.
675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.