MA
OKLO

Modus Advisors’s Oklo OKLO Stock Holding History

Modus 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
Q2 		$1.02M Sell
19,432
-263
-1% -$16.4K 0.25% 79
2026
Q1 		$977K Buy
19,695
+2,695
+16% +$194K 0.27% 75
2025
Q4 		$1.22M Buy
17,000
+2,670
+19% +$298K 0.32% 73
2025
Q3 		$1.6M Buy
14,330
+4,330
+43% +$339K 0.44% 62
2025
Q2 		$560K Buy
+10,000
New +$386K 0.17% 83
2025
Q1 		– Sell
-1,050
Closed -$22.3K – 318
2024
Q4 		$22.3K Buy
+1,050
New +$20.4K 0.01% 194

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

Modus Advisors's OKLO Position: Q2 2026 in Review

Modus Advisors reduced its Oklo (OKLO) stake by 1.3% in Q2 2026, selling an estimated $16.4K and leaving 19,432 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #79.

Modus Advisors first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Modus Advisors held 19,432 shares of Oklo worth $1.02M as of Q2 2026.
  • Modus Advisors sold 263 Oklo shares in Q2 2026, an estimated $16.4K.
  • Oklo made up 0.25% of Modus Advisors's portfolio in Q2 2026, its #79 holding.
  • Modus Advisors first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • Modus Advisors's Oklo position peaked at $1.6M in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.