RIL
OKLO

Rothschild Investment LLC’s Oklo OKLO Stock Holding History

Rothschild Investment 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 		$67.3K Buy
1,287
+84
+7% +$5.24K ﹤0.01% 1172
2026
Q1 		$59.7K Buy
1,203
+100
+9% +$7.19K ﹤0.01% 1069
2025
Q4 		$79.2K Buy
1,103
+378
+52% +$42.2K ﹤0.01% 881
2025
Q3 		$80.9K Buy
725
+85
+13% +$6.66K ﹤0.01% 857
2025
Q2 		$35.8K Buy
640
+290
+83% +$11.2K ﹤0.01% 863
2025
Q1 		$7.57K Buy
350
+30
+9% +$1.01K ﹤0.01% 1262
2024
Q4 		$6.79K Buy
+320
New +$6.2K ﹤0.01% 1248

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Rothschild Investment LLC's OKLO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Oklo (OKLO) stake by 7% in Q2 2026, buying an estimated $5.24K and bringing the position to 1,287 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Rothschild Investment LLC first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.9K in Q3 2025. 520 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Rothschild Investment LLC held 1,287 shares of Oklo worth $67.3K as of Q2 2026.
  • Rothschild Investment LLC bought 84 Oklo shares in Q2 2026, an estimated $5.24K.
  • Oklo made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1172 holding.
  • Rothschild Investment LLC first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Oklo position peaked at $80.9K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.