KPWS
OKLO

Kestra Private Wealth Services’s Oklo OKLO Stock Holding History

Kestra Private Wealth 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 		$1.95M Buy
37,297
+891
+2% +$55.6K 0.02% 608
2026
Q1 		$1.81M Buy
36,406
+7,857
+28% +$565K 0.02% 590
2025
Q4 		$2.05M Sell
28,549
-1,906
-6% -$213K 0.03% 535
2025
Q3 		$3.4M Buy
30,455
+11,319
+59% +$886K 0.04% 388
2025
Q2 		$1.07M Buy
+19,136
New +$738K 0.02% 724

Other funds holding OKLO

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kestra Private Wealth Services's OKLO Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Oklo (OKLO) stake by 2.4% in Q2 2026, buying an estimated $55.6K and bringing the position to 37,297 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #608.

Kestra Private Wealth Services first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.4M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Kestra Private Wealth Services held 37,297 shares of Oklo worth $1.95M as of Q2 2026.
  • Kestra Private Wealth Services bought 891 Oklo shares in Q2 2026, an estimated $55.6K.
  • Oklo made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #608 holding.
  • Kestra Private Wealth Services first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's Oklo position peaked at $3.4M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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