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OKLO

NewEdge Advisors’s Oklo OKLO Stock Holding History

NewEdge 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 		$2.16M Buy
41,362
+5,468
+15% +$341K 0.01% 1173
2026
Q1 		$1.33M Buy
35,894
+13,002
+57% +$935K ﹤0.01% 1328
2025
Q4 		$1.64M Buy
22,892
+1
+0% +$112 0.01% 1177
2025
Q3 		$2.56M Buy
22,891
+6,255
+38% +$490K 0.01% 893
2025
Q2 		$931K Buy
16,636
+964
+6% +$37.2K ﹤0.01% 1332
2025
Q1 		$339K Buy
15,672
+9,772
+166% +$330K ﹤0.01% 1816
2024
Q4 		$125K Buy
+5,900
New +$114K ﹤0.01% 2217

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

NewEdge Advisors's OKLO Position: Q2 2026 in Review

NewEdge Advisors increased its Oklo (OKLO) stake by 15% in Q2 2026, buying an estimated $341K and bringing the position to 41,362 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #1173.

NewEdge Advisors first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • NewEdge Advisors held 41,362 shares of Oklo worth $2.16M as of Q2 2026.
  • NewEdge Advisors bought 5,468 Oklo shares in Q2 2026, an estimated $341K.
  • Oklo made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1173 holding.
  • NewEdge Advisors first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's Oklo position peaked at $2.56M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.