PL
OKLO

Plancorp LLC’s Oklo OKLO Stock Holding History

Plancorp LLC’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 		$275K Sell
6,008
-8
-0.1% -$499 0.01% 344
2026
Q1 		$302K Sell
6,016
-73
-1% -$5.25K 0.01% 287
2025
Q4 		$437K Hold
6,089
– – 0.01% 233
2025
Q3 		$680K Buy
6,089
+73
+1% +$5.72K 0.02% 192
2025
Q2 		$337K Buy
+6,016
New +$232K 0.01% 278

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

Plancorp LLC's OKLO Position: Q2 2026 in Review

Plancorp LLC reduced its Oklo (OKLO) stake by 0.13% in Q2 2026, selling an estimated $499 and leaving 6,008 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #344.

Plancorp LLC first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $680K in Q3 2025. 669 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Plancorp LLC held 6,008 shares of Oklo worth $275K as of Q2 2026.
  • Plancorp LLC sold 8 Oklo shares in Q2 2026, an estimated $499.
  • Oklo made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #344 holding.
  • Plancorp LLC first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Plancorp LLC's Oklo position peaked at $680K in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.