KA
OKLO

Kozak & Associates’s Oklo OKLO Stock Holding History

Kozak & Associates’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 		$142K Hold
2,700
– – 0.02% 84
2026
Q1 		$146K Hold
2,700
– – 0.03% 82
2025
Q4 		$284K Hold
2,700
– – 0.05% 62
2025
Q3 		$257K Hold
2,700
– – 0.05% 70
2025
Q2 		$146K Hold
2,700
– – 0.03% 91
2025
Q1 		$60.9K Hold
2,700
– – 0.02% 119
2024
Q4 		$73.6K Hold
2,700
– – 0.02% 115
2024
Q3 		$44.7K Buy
2,700
+1,000
+59% +$7.53K 0.01% 139
2024
Q2 		$14K Buy
1,700
+700
+70% +$7.88K ﹤0.01% 202
2024
Q1 		$9.64K Buy
+1,000
New +$10.7K ﹤0.01% 239

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

Kozak & Associates's OKLO Position: Q2 2026 in Review

Kozak & Associates held its Oklo (OKLO) position steady in Q2 2026 at 2,700 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #84.

Kozak & Associates first reported a position in OKLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $284K in Q4 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Kozak & Associates held 2,700 shares of Oklo worth $142K as of Q2 2026.
  • Kozak & Associates left its Oklo share count unchanged in Q2 2026.
  • Oklo made up 0.02% of Kozak & Associates's portfolio in Q2 2026, its #84 holding.
  • Kozak & Associates first reported a position in Oklo in Q1 2024 and has held it in 10 quarters since.
  • Kozak & Associates's Oklo position peaked at $284K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.