PS
OKLO

Planning Strategies’s Oklo OKLO Stock Holding History

Planning Strategies’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 		$15.7K Buy
+300
New +$18.7K 0.01% 270

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
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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Planning Strategies's OKLO Position: Q2 2026 in Review

Planning Strategies opened a new position in Oklo (OKLO) in Q2 2026: 300 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

624 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Planning Strategies held 300 shares of Oklo worth $15.7K as of Q2 2026.
  • Oklo was a new Planning Strategies position in Q2 2026.
  • Oklo made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #270 holding.
  • 624 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.