NWA
OKLO

Navis Wealth Advisors’s Oklo OKLO Stock Holding History

Navis Wealth 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 		$523K Hold
10,000
– – 0.2% 93
2026
Q1 		$496K Sell
10,000
-500
-5% -$35.9K 0.25% 94
2025
Q4 		$753K Hold
10,500
– – 0.32% 76
2025
Q3 		$1.17M Buy
+10,500
New +$822K 0.88% 23

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

Navis Wealth Advisors's OKLO Position: Q2 2026 in Review

Navis Wealth Advisors held its Oklo (OKLO) position steady in Q2 2026 at 10,000 shares worth $523K. The position accounts for 0.2% of the portfolio, ranked #93.

Navis Wealth Advisors first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Navis Wealth Advisors held 10,000 shares of Oklo worth $523K as of Q2 2026.
  • Navis Wealth Advisors left its Oklo share count unchanged in Q2 2026.
  • Oklo made up 0.2% of Navis Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Navis Wealth Advisors first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • Navis Wealth Advisors's Oklo position peaked at $1.17M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.