Montag & Associates’s Oklo OKLO Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-3	Closed	-$335	–	1181
2025 Q3	$335	Buy	+3	New	+$235	﹤0.01%	1105

Other funds holding OKLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montag & Associates's OKLO Position: Q4 2025 in Review

Montag & Associates sold out of Oklo (OKLO) in Q4 2025, closing a stake of 3 shares — an estimated $335 sold.

Montag & Associates first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $335 in Q3 2025. 683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Montag & Associates reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 3 Oklo shares in Q4 2025, an estimated $335.
Montag & Associates first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
Montag & Associates's Oklo position peaked at $335 in Q3 2025.
683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.