PIA
OKLO

Perennial Investment Advisors’s Oklo OKLO Stock Holding History

Perennial Investment 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
Q1 		– Sell
-4,166
Closed -$299K – 558
2025
Q4 		$299K Sell
4,166
-510
-11% -$56.9K 0.02% 377
2025
Q3 		$522K Buy
4,676
+154
+3% +$12.1K 0.04% 267
2025
Q2 		$253K Buy
+4,522
New +$174K 0.02% 394

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Perennial Investment Advisors's OKLO Position: Q1 2026 in Review

Perennial Investment Advisors sold out of Oklo (OKLO) in Q1 2026, closing a stake of 4,166 shares — an estimated $299K sold.

Perennial Investment Advisors first reported a position in OKLO in Q2 2025 and held it in 3 quarters. The position peaked at $522K in Q3 2025. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Perennial Investment Advisors reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Perennial Investment Advisors sold 4,166 Oklo shares in Q1 2026, an estimated $299K.
  • Perennial Investment Advisors first reported a position in Oklo in Q2 2025 and held it in 3 quarters.
  • Perennial Investment Advisors's Oklo position peaked at $522K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.