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
Q2 		$1.63M Buy
31,182
+6,460
+26% +$403K 0.01% 1027
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

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's OKLO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Oklo (OKLO) stake by 26% in Q2 2026, buying an estimated $403K and bringing the position to 31,182 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1027.

Steward Partners Investment Advisory first reported a position in OKLO in Q3 2024 and has held it in 8 quarters since. 673 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Steward Partners Investment Advisory held 31,182 shares of Oklo worth $1.63M as of Q2 2026.
  • Steward Partners Investment Advisory bought 6,460 Oklo shares in Q2 2026, an estimated $403K.
  • Oklo made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1027 holding.
  • Steward Partners Investment Advisory first reported a position in Oklo in Q3 2024 and has held it in 8 quarters since.
  • 673 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.