SC
OKLO

Stephens Consulting’s Oklo OKLO Stock Holding History

Stephens Consulting’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
Q4 		$431K Buy
6,000
+5,000
+500% +$558K 0.14% 39
2025
Q3 		$112K Sell
1,000
-4,000
-80% -$313K 0.04% 93
2025
Q2 		$280K Hold
5,000
– – 0.07% 86
2025
Q1 		$108K Sell
5,000
-1,000
-17% -$33.8K 0.03% 134
2024
Q4 		$127K Buy
+6,000
New +$116K 0.03% 124

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's OKLO Position: Q4 2025 in Review

Stephens Consulting increased its Oklo (OKLO) stake by 500% in Q4 2025, buying an estimated $558K and bringing the position to 6,000 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #39.

Stephens Consulting first reported a position in OKLO in Q4 2024 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Stephens Consulting held 6,000 shares of Oklo worth $431K as of Q4 2025.
  • Stephens Consulting bought 5,000 Oklo shares in Q4 2025, an estimated $558K.
  • Oklo made up 0.14% of Stephens Consulting's portfolio in Q4 2025, its #39 holding.
  • Stephens Consulting first reported a position in Oklo in Q4 2024 and has held it in 5 quarters since.
  • 681 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.