IMA Advisory Services’s Oklo OKLO Stock Holding History

IMA Advisory Services’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	–	Sell	-14	Closed	-$694	–	1445
2026 Q1	$694	Buy	14 +2	+17%	+$144	﹤0.01%	831
2025 Q4	$861	Buy	+12	New	+$1.34K	﹤0.01%	807

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 $3.38T AUM 44.17% 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

IMA Advisory Services's OKLO Position: Q2 2026 in Review

IMA Advisory Services sold out of Oklo (OKLO) in Q2 2026, closing a stake of 14 shares — an estimated $694 sold.

IMA Advisory Services first reported a position in OKLO in Q4 2025 and held it in 2 quarters. The position peaked at $861 in Q4 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

IMA Advisory Services reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 14 Oklo shares in Q2 2026, an estimated $694.
IMA Advisory Services first reported a position in Oklo in Q4 2025 and held it in 2 quarters.
IMA Advisory Services's Oklo position peaked at $861 in Q4 2025.
673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.