WA
OKLO

Waverly Advisors’s Oklo OKLO Stock Holding History

Waverly 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
Q1 		– Sell
-3,433
Closed -$246K – 1678
2025
Q4 		$246K Sell
3,433
-232
-6% -$25.9K ﹤0.01% 1299
2025
Q3 		$409K Buy
+3,665
New +$287K ﹤0.01% 923

Other funds holding OKLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DE
Defiance ETFs New York $7.37B AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Waverly Advisors's OKLO Position: Q1 2026 in Review

Waverly Advisors sold out of Oklo (OKLO) in Q1 2026, closing a stake of 3,433 shares — an estimated $246K sold.

Waverly Advisors first reported a position in OKLO in Q3 2025 and held it in 2 quarters. The position peaked at $409K in Q3 2025. 678 funds tracked by Wall St. Rank hold OKLO as of Q1 2026.

  • Waverly Advisors reported no remaining Oklo position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 3,433 Oklo shares in Q1 2026, an estimated $246K.
  • Waverly Advisors first reported a position in Oklo in Q3 2025 and held it in 2 quarters.
  • Waverly Advisors's Oklo position peaked at $409K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oklo as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.