OIA
OKLO

OneDigital Investment Advisors’s Oklo OKLO Stock Holding History

OneDigital Investment 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 		$1.2M Buy
22,942
+1,151
+5% +$71.8K 0.01% 675
2026
Q1 		$1.08M Buy
21,791
+5,786
+36% +$416K 0.01% 659
2025
Q4 		$1.15M Buy
16,005
+394
+3% +$43.9K 0.01% 627
2025
Q3 		$1.74M Sell
15,611
-503
-3% -$39.4K 0.02% 480
2025
Q2 		$902K Buy
16,114
+5,513
+52% +$213K 0.01% 669
2025
Q1 		$229K Buy
+10,601
New +$358K ﹤0.01% 1268

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

OneDigital Investment Advisors's OKLO Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Oklo (OKLO) stake by 5.3% in Q2 2026, buying an estimated $71.8K and bringing the position to 22,942 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #675.

OneDigital Investment Advisors first reported a position in OKLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • OneDigital Investment Advisors held 22,942 shares of Oklo worth $1.2M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,151 Oklo shares in Q2 2026, an estimated $71.8K.
  • Oklo made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #675 holding.
  • OneDigital Investment Advisors first reported a position in Oklo in Q1 2025 and has held it in 6 quarters since.
  • OneDigital Investment Advisors's Oklo position peaked at $1.74M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.