OA
OKLO

Operose Advisors’s Oklo OKLO Stock Holding History

Operose 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 		$119K Sell
2,270
-930
-29% -$58K 0.02% 220
2026
Q1 		$159K Buy
3,200
+1,163
+57% +$83.6K 0.04% 171
2025
Q4 		$146K Buy
2,037
+1,364
+203% +$152K 0.03% 184
2025
Q3 		$75.1K Hold
673
– – 0.02% 226
2025
Q2 		$37.7K Hold
673
– – 0.01% 252
2025
Q1 		$14.6K Buy
673
+76
+13% +$2.57K ﹤0.01% 297
2024
Q4 		$12.7K Buy
+597
New +$11.6K ﹤0.01% 291

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

Operose Advisors's OKLO Position: Q2 2026 in Review

Operose Advisors reduced its Oklo (OKLO) stake by 29% in Q2 2026, selling an estimated $58K and leaving 2,270 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #220.

Operose Advisors first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $159K in Q1 2026. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Operose Advisors held 2,270 shares of Oklo worth $119K as of Q2 2026.
  • Operose Advisors sold 930 Oklo shares in Q2 2026, an estimated $58K.
  • Oklo made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #220 holding.
  • Operose Advisors first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Operose Advisors's Oklo position peaked at $159K in Q1 2026.
  • 669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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