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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

NewEdge Advisors's OKLO Position: Q1 2026 in Review

NewEdge Advisors increased its Oklo (OKLO) stake by 57% in Q1 2026, buying an estimated $935K and bringing the position to 35,894 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

NewEdge Advisors first reported a position in OKLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • NewEdge Advisors held 35,894 shares of Oklo worth $1.33M as of Q1 2026.
  • NewEdge Advisors bought 13,002 Oklo shares in Q1 2026, an estimated $935K.
  • Oklo made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1328 holding.
  • NewEdge Advisors first reported a position in Oklo in Q4 2024 and has held it in 6 quarters since.
  • NewEdge Advisors's Oklo position peaked at $2.56M in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.