Lido Advisors
OKLO icon

Lido Advisors’s Oklo OKLO Stock Holding History

Lido 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
Q3 		– Sell
-7,651
Closed -$400K – 2279
2026
Q2 		$400K Sell
7,651
-1,206
-14% -$75.3K ﹤0.01% 1601
2026
Q1 		$439K Buy
8,857
+3,448
+64% +$248K ﹤0.01% 1368
2025
Q4 		$495K Buy
5,409
+2,635
+95% +$294K ﹤0.01% 1301
2025
Q3 		$310K Sell
2,774
-1,266
-31% -$99.1K ﹤0.01% 1471
2025
Q2 		$226K Buy
+4,040
New +$156K ﹤0.01% 1473

Other funds holding OKLO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Lido Advisors's OKLO Position: Q3 2026 in Review

Lido Advisors sold out of Oklo (OKLO) in Q3 2026, closing a stake of 7,651 shares — an estimated $400K sold.

Lido Advisors first reported a position in OKLO in Q2 2025 and held it in 5 quarters. The position peaked at $495K in Q4 2025. 405 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Lido Advisors reported no remaining Oklo position as of Q3 2026 after selling out during the quarter.
  • Lido Advisors sold 7,651 Oklo shares in Q3 2026, an estimated $400K.
  • Lido Advisors first reported a position in Oklo in Q2 2025 and held it in 5 quarters.
  • Lido Advisors's Oklo position peaked at $495K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.