UBS AM
OKLO

UBS AM’s Oklo OKLO Stock Holding History

UBS AM’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 		$20.6M Sell
393,729
-57,551
-13% -$3.59M ﹤0.01% 922
2026
Q1 		$22.4M Buy
451,280
+36,510
+9% +$2.62M ﹤0.01% 842
2025
Q4 		$29.8M Buy
414,770
+197,519
+91% +$22M 0.01% 730
2025
Q3 		$24.3M Sell
217,251
-20,237
-9% -$1.58M 0.01% 761
2025
Q2 		$13.3M Buy
237,488
+124,716
+111% +$4.81M ﹤0.01% 1219
2025
Q1 		$2.44M Buy
112,772
+53,703
+91% +$1.81M ﹤0.01% 1892
2024
Q4 		$1.25M Buy
59,069
+46,188
+359% +$895K ﹤0.01% 2276
2024
Q3 		$104K Buy
+12,881
New +$97K ﹤0.01% 2780

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

UBS AM's OKLO Position: Q2 2026 in Review

UBS AM reduced its Oklo (OKLO) stake by 13% in Q2 2026, selling an estimated $3.59M and leaving 393,729 shares worth $20.6M. The position accounts for ﹤0.01% of the portfolio, ranked #922.

UBS AM first reported a position in OKLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.8M in Q4 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • UBS AM held 393,729 shares of Oklo worth $20.6M as of Q2 2026.
  • UBS AM sold 57,551 Oklo shares in Q2 2026, an estimated $3.59M.
  • Oklo made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #922 holding.
  • UBS AM first reported a position in Oklo in Q3 2024 and has held it in 8 quarters since.
  • UBS AM's Oklo position peaked at $29.8M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.