Kestra Advisory Services’s Oklo OKLO Stock Holding History

Kestra 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	$1.62M	Sell	30,933 -16,837	-35%	-$1.05M	0.01%	1482
2026 Q1	$2.37M	Buy	47,770 +6,081	+15%	+$437K	0.01%	1195
2025 Q4	$2.99M	Buy	41,689 +197	+0.5%	+$22K	0.01%	992
2025 Q3	$4.63M	Sell	41,492 -15,442	-27%	-$1.21M	0.02%	718
2025 Q2	$3.19M	Buy	56,934 +10,543	+23%	+$407K	0.02%	838
2025 Q1	$1M	Sell	46,391 -77,463	-63%	-$2.62M	﹤0.01%	1394
2024 Q4	$2.63M	Sell	123,854 -19,644	-14%	-$381K	0.01%	864
2024 Q3	$1.16M	Buy	143,498 +76,210	+113%	+$574K	0.01%	1244
2024 Q2	$570K	Buy	+67,288	New	+$757K	﹤0.01%	1690

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

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

Kestra Advisory Services reduced its Oklo (OKLO) stake by 35% in Q2 2026, selling an estimated $1.05M and leaving 30,933 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #1482.

Kestra Advisory Services first reported a position in OKLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.63M in Q3 2025. 672 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Kestra Advisory Services held 30,933 shares of Oklo worth $1.62M as of Q2 2026.
Kestra Advisory Services sold 16,837 Oklo shares in Q2 2026, an estimated $1.05M.
Oklo made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1482 holding.
Kestra Advisory Services first reported a position in Oklo in Q2 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Oklo position peaked at $4.63M in Q3 2025.
672 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.