Lloyd Advisory Services’s Oklo OKLO Stock Holding History

Lloyd 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	-162	Closed	-$8.03K	–	1041
2026 Q1	$8.03K	Buy	+162	New	+$11.6K	﹤0.01%	501

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

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

Lloyd Advisory Services sold out of Oklo (OKLO) in Q2 2026, closing a stake of 162 shares — an estimated $8.03K sold.

Lloyd Advisory Services first reported a position in OKLO in Q1 2026 and held it in 1 quarter. The position peaked at $8.03K in Q1 2026. 670 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Lloyd Advisory Services reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 162 Oklo shares in Q2 2026, an estimated $8.03K.
Lloyd Advisory Services first reported a position in Oklo in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Oklo position peaked at $8.03K in Q1 2026.
670 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.