United Asset Strategies’s Oklo OKLO Stock Holding History

United Asset Strategies’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	–	Sell	-2,269	Closed	-$253K	–	272
2025 Q3	$253K	Buy	+2,269	New	+$178K	0.02%	238

Other funds holding OKLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Asset Strategies's OKLO Position: Q4 2025 in Review

United Asset Strategies sold out of Oklo (OKLO) in Q4 2025, closing a stake of 2,269 shares — an estimated $253K sold.

United Asset Strategies first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

United Asset Strategies reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
United Asset Strategies sold 2,269 Oklo shares in Q4 2025, an estimated $253K.
United Asset Strategies first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
United Asset Strategies's Oklo position peaked at $253K in Q3 2025.
682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on United Asset Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.