TCM
OKLO

Tradewinds Capital Management’s Oklo OKLO Stock Holding History

Tradewinds Capital Management’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 		$5.5K Hold
105
– – ﹤0.01% 461
2026
Q1 		$5.21K Sell
105
-16
-13% -$1.15K ﹤0.01% 460
2025
Q4 		$8.68K Buy
121
+43
+55% +$4.79K ﹤0.01% 396
2025
Q3 		$8.71K Buy
78
+60
+333% +$4.7K ﹤0.01% 388
2025
Q2 		$1.01K Buy
+18
New +$694 ﹤0.01% 520

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 $3.37T 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

Tradewinds Capital Management's OKLO Position: Q2 2026 in Review

Tradewinds Capital Management held its Oklo (OKLO) position steady in Q2 2026 at 105 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Tradewinds Capital Management first reported a position in OKLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.71K in Q3 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Tradewinds Capital Management held 105 shares of Oklo worth $5.5K as of Q2 2026.
  • Tradewinds Capital Management left its Oklo share count unchanged in Q2 2026.
  • Oklo made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #461 holding.
  • Tradewinds Capital Management first reported a position in Oklo in Q2 2025 and has held it in 5 quarters since.
  • Tradewinds Capital Management's Oklo position peaked at $8.71K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.