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
Q2 		$237K Buy
+4,531
New +$283K 0.02% 508
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

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's OKLO Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in Oklo (OKLO) in Q2 2026: 4,531 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in OKLO as recently as Q4 2025.

Perennial Investment Advisors first reported a position in OKLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $522K in Q3 2025. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Perennial Investment Advisors held 4,531 shares of Oklo worth $237K as of Q2 2026.
  • Oklo was a new Perennial Investment Advisors position in Q2 2026.
  • Oklo made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #508 holding.
  • Perennial Investment Advisors first reported a position in Oklo in Q2 2025 and has held it in 4 quarters since.
  • Perennial Investment Advisors's Oklo position peaked at $522K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.