UCFA
OKLO

United Capital Financial Advisors’s Oklo OKLO Stock Holding History

United Capital Financial Advisors’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 		– Sell
-5,918
Closed -$293K – 1751
2026
Q1 		$293K Buy
5,918
+111
+2% +$7.98K ﹤0.01% 1357
2025
Q4 		$417K Buy
5,807
+3,990
+220% +$445K ﹤0.01% 1039
2025
Q3 		$203K Buy
+1,817
New +$142K ﹤0.01% 1163

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

United Capital Financial Advisors's OKLO Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Oklo (OKLO) in Q2 2026, closing a stake of 5,918 shares — an estimated $293K sold.

United Capital Financial Advisors first reported a position in OKLO in Q3 2025 and held it in 3 quarters. The position peaked at $417K in Q4 2025. 666 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,918 Oklo shares in Q2 2026, an estimated $293K.
  • United Capital Financial Advisors first reported a position in Oklo in Q3 2025 and held it in 3 quarters.
  • United Capital Financial Advisors's Oklo position peaked at $417K in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.