MGIA
OKLO

Moneta Group Investment Advisors’s Oklo OKLO Stock Holding History

Moneta Group Investment 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
Q1 		$195K Sell
3,928
-744
-16% -$53.5K ﹤0.01% 773
2025
Q4 		$335K Buy
4,672
+104
+2% +$11.6K ﹤0.01% 605
2025
Q3 		$510K Buy
4,568
+377
+9% +$29.5K ﹤0.01% 489
2025
Q2 		$235K Buy
+4,191
New +$162K ﹤0.01% 622

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Moneta Group Investment Advisors's OKLO Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Oklo (OKLO) stake by 16% in Q1 2026, selling an estimated $53.5K and leaving 3,928 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Moneta Group Investment Advisors first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $510K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Moneta Group Investment Advisors held 3,928 shares of Oklo worth $195K as of Q1 2026.
  • Moneta Group Investment Advisors sold 744 Oklo shares in Q1 2026, an estimated $53.5K.
  • Oklo made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #773 holding.
  • Moneta Group Investment Advisors first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Oklo position peaked at $510K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.