MBFW
OKLO

Morton Brown Family Wealth’s Oklo OKLO Stock Holding History

Morton Brown Family Wealth’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
-300
Closed -$14.9K – 424
2026
Q1 		$14.9K Hold
300
– – ﹤0.01% 169
2025
Q4 		$21.5K Buy
300
+50
+20% +$5.58K 0.01% 150
2025
Q3 		$27.9K Hold
250
– – 0.01% 129
2025
Q2 		$14K Buy
+250
New +$9.64K ﹤0.01% 171

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

Morton Brown Family Wealth's OKLO Position: Q2 2026 in Review

Morton Brown Family Wealth sold out of Oklo (OKLO) in Q2 2026, closing a stake of 300 shares — an estimated $14.9K sold.

Morton Brown Family Wealth first reported a position in OKLO in Q2 2025 and held it in 4 quarters. The position peaked at $27.9K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Morton Brown Family Wealth reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Morton Brown Family Wealth sold 300 Oklo shares in Q2 2026, an estimated $14.9K.
  • Morton Brown Family Wealth first reported a position in Oklo in Q2 2025 and held it in 4 quarters.
  • Morton Brown Family Wealth's Oklo position peaked at $27.9K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.