Slocum, Gordon & Co’s Oklo OKLO Stock Holding History

Slocum, Gordon & Co’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
2025 Q3	–	Sell	-24	Closed	-$1.38K	–	128
2025 Q2	$1.38K	Hold	24	–	–	﹤0.01%	119
2025 Q1	$534	Hold	24	–	–	﹤0.01%	132
2024 Q4	$524	Buy	+24	New	+$465	﹤0.01%	136

Other funds holding OKLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Slocum, Gordon & Co's OKLO Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Oklo (OKLO) in Q3 2025, closing a stake of 24 shares — an estimated $1.38K sold.

Slocum, Gordon & Co first reported a position in OKLO in Q4 2024 and held it in 3 quarters. The position peaked at $1.38K in Q2 2025. 639 funds tracked by Wall St. Rank hold OKLO as of Q3 2025.

Slocum, Gordon & Co reported no remaining Oklo position as of Q3 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 24 Oklo shares in Q3 2025, an estimated $1.38K.
Slocum, Gordon & Co first reported a position in Oklo in Q4 2024 and held it in 3 quarters.
Slocum, Gordon & Co's Oklo position peaked at $1.38K in Q2 2025.
639 funds tracked by Wall St. Rank held Oklo as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.