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
Q2 		$1.13M Buy
21,593
+17,665
+450% +$1.1M 0.01% 374
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

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

Moneta Group Investment Advisors's OKLO Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Oklo (OKLO) stake by 450% in Q2 2026, buying an estimated $1.1M and bringing the position to 21,593 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #374.

Moneta Group Investment Advisors first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Moneta Group Investment Advisors held 21,593 shares of Oklo worth $1.13M as of Q2 2026.
  • Moneta Group Investment Advisors bought 17,665 Oklo shares in Q2 2026, an estimated $1.1M.
  • Oklo made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #374 holding.
  • Moneta Group Investment Advisors first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.