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 Q3	–	Sell	-4,700	Closed	-$246K	–	281
2026 Q2	$246K	Hold	4,700	–	–	0.05%	245
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

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Herold Advisors's OKLO Position: Q3 2026 in Review

Herold Advisors sold out of Oklo (OKLO) in Q3 2026, closing a stake of 4,700 shares — an estimated $246K sold.

Herold Advisors first reported a position in OKLO in Q2 2025 and held it in 5 quarters. The position peaked at $525K in Q3 2025. 125 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

Herold Advisors reported no remaining Oklo position as of Q3 2026 after selling out during the quarter.
Herold Advisors sold 4,700 Oklo shares in Q3 2026, an estimated $246K.
Herold Advisors first reported a position in Oklo in Q2 2025 and held it in 5 quarters.
Herold Advisors's Oklo position peaked at $525K in Q3 2025.
125 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.