PPW
OKLO

Pasadena Private Wealth’s Oklo OKLO Stock Holding History

Pasadena Private Wealth’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 		$222K Sell
4,250
-262
-6% -$16.4K 0.03% 228
2026
Q1 		$224K Buy
4,512
+625
+16% +$44.9K 0.03% 200
2025
Q4 		$279K Buy
3,887
+85
+2% +$9.48K 0.04% 183
2025
Q3 		$424K Buy
3,802
+210
+6% +$16.4K 0.06% 133
2025
Q2 		$201K Buy
+3,592
New +$139K 0.03% 180

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

Pasadena Private Wealth's OKLO Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Oklo (OKLO) stake by 5.8% in Q2 2026, selling an estimated $16.4K and leaving 4,250 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #228.

Pasadena Private Wealth first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $424K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Pasadena Private Wealth held 4,250 shares of Oklo worth $222K as of Q2 2026.
  • Pasadena Private Wealth sold 262 Oklo shares in Q2 2026, an estimated $16.4K.
  • Oklo made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #228 holding.
  • Pasadena Private Wealth first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Pasadena Private Wealth's Oklo position peaked at $424K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.