PP
OKLO

PDS Planning’s Oklo OKLO Stock Holding History

PDS Planning’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 		$202K Buy
+3,859
New +$241K 0.01% 574
2026
Q1 		– Sell
-3,829
Closed -$275K – 596
2025
Q4 		$275K Buy
3,829
+337
+10% +$37.6K 0.02% 409
2025
Q3 		$390K Buy
+3,492
New +$273K 0.03% 302

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

PDS Planning's OKLO Position: Q2 2026 in Review

PDS Planning opened a new position in Oklo (OKLO) in Q2 2026: 3,859 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: PDS Planning previously reported a position in OKLO as recently as Q4 2025.

PDS Planning first reported a position in OKLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $390K in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • PDS Planning held 3,859 shares of Oklo worth $202K as of Q2 2026.
  • Oklo was a new PDS Planning position in Q2 2026.
  • Oklo made up 0.01% of PDS Planning's portfolio in Q2 2026, its #574 holding.
  • PDS Planning first reported a position in Oklo in Q3 2025 and has held it in 3 quarters since.
  • PDS Planning's Oklo position peaked at $390K in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.