PG
OKLO

Patten Group’s Oklo OKLO Stock Holding History

Patten Group’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
2025
Q4 		– Sell
-2,961
Closed -$331K – 323
2025
Q3 		$331K Buy
+2,961
New +$232K 0.06% 227

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patten Group's OKLO Position: Q4 2025 in Review

Patten Group sold out of Oklo (OKLO) in Q4 2025, closing a stake of 2,961 shares — an estimated $331K sold.

Patten Group first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $331K in Q3 2025. 682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Patten Group reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
  • Patten Group sold 2,961 Oklo shares in Q4 2025, an estimated $331K.
  • Patten Group first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
  • Patten Group's Oklo position peaked at $331K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Patten Group's 13F filing for Q4 2025, filed 23 Jan 2026.