Wellington Management Group
OKLO

Wellington Management Group’s Oklo OKLO Stock Holding History

Wellington Management Group’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
-56,646
Closed -$2.81M – 2088
2026
Q1 		$2.81M Sell
56,646
-197,654
-78% -$14.2M ﹤0.01% 1499
2025
Q4 		$18.2M Sell
254,300
-196,429
-44% -$21.9M ﹤0.01% 1069
2025
Q3 		$50.3M Sell
450,729
-105,379
-19% -$8.25M 0.01% 723
2025
Q2 		$31.1M Buy
+556,108
New +$21.4M 0.01% 813

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

Wellington Management Group's OKLO Position: Q2 2026 in Review

Wellington Management Group sold out of Oklo (OKLO) in Q2 2026, closing a stake of 56,646 shares — an estimated $2.81M sold.

Wellington Management Group first reported a position in OKLO in Q2 2025 and held it in 4 quarters. The position peaked at $50.3M in Q3 2025. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Wellington Management Group reported no remaining Oklo position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 56,646 Oklo shares in Q2 2026, an estimated $2.81M.
  • Wellington Management Group first reported a position in Oklo in Q2 2025 and held it in 4 quarters.
  • Wellington Management Group's Oklo position peaked at $50.3M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.