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 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Herold Advisors's OKLO Position: Q2 2026 in Review

Herold Advisors held its Oklo (OKLO) position steady in Q2 2026 at 4,700 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #245.

Herold Advisors first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $525K in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Herold Advisors held 4,700 shares of Oklo worth $246K as of Q2 2026.
Herold Advisors left its Oklo share count unchanged in Q2 2026.
Oklo made up 0.05% of Herold Advisors's portfolio in Q2 2026, its #245 holding.
Herold Advisors first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
Herold Advisors's Oklo position peaked at $525K in Q3 2025.
671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.