OSAM
OKLO

O'Shaughnessy Asset Management’s Oklo OKLO Stock Holding History

O'Shaughnessy Asset Management’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 		$227K Sell
4,346
-314
-7% -$19.6K ﹤0.01% 1977
2026
Q1 		$231K Buy
4,660
+141
+3% +$10.1K ﹤0.01% 1924
2025
Q4 		$324K Buy
4,519
+205
+5% +$22.9K ﹤0.01% 1728
2025
Q3 		$482K Buy
+4,314
New +$338K ﹤0.01% 1507

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

O'Shaughnessy Asset Management's OKLO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Oklo (OKLO) stake by 6.7% in Q2 2026, selling an estimated $19.6K and leaving 4,346 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

O'Shaughnessy Asset Management first reported a position in OKLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $482K in Q3 2025. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • O'Shaughnessy Asset Management held 4,346 shares of Oklo worth $227K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 314 Oklo shares in Q2 2026, an estimated $19.6K.
  • Oklo made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1977 holding.
  • O'Shaughnessy Asset Management first reported a position in Oklo in Q3 2025 and has held it in 4 quarters since.
  • O'Shaughnessy Asset Management's Oklo position peaked at $482K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.