SPIA
OKLO

Steward Partners Investment Advisory’s Oklo OKLO Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.23M Buy
24,722
+16,257
+192% +$1.17M 0.01% 1050
2025
Q4 		$607K Sell
8,465
-574
-6% -$64K ﹤0.01% 1314
2025
Q3 		$1.01M Sell
9,039
-596
-6% -$46.7K 0.01% 1045
2025
Q2 		$539K Sell
9,635
-1,478
-13% -$57K ﹤0.01% 1262
2025
Q1 		$240K Buy
11,113
+1,788
+19% +$60.4K ﹤0.01% 1563
2024
Q4 		$198K Buy
9,325
+8,950
+2,387% +$173K ﹤0.01% 1621
2024
Q3 		$3.03K Buy
+375
New +$2.83K ﹤0.01% 3342

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Steward Partners Investment Advisory's OKLO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Oklo (OKLO) stake by 192% in Q1 2026, buying an estimated $1.17M and bringing the position to 24,722 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1050.

Steward Partners Investment Advisory first reported a position in OKLO in Q3 2024 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Steward Partners Investment Advisory held 24,722 shares of Oklo worth $1.23M as of Q1 2026.
  • Steward Partners Investment Advisory bought 16,257 Oklo shares in Q1 2026, an estimated $1.17M.
  • Oklo made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1050 holding.
  • Steward Partners Investment Advisory first reported a position in Oklo in Q3 2024 and has held it in 7 quarters since.
  • 675 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.