West Oak Capital’s Oklo OKLO Stock Holding History

West Oak Capital’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 Q1	–	Sell	-500	Closed	-$106K	–	319
2024 Q4	$106K	Buy	+500	New	+$9.69K	﹤0.01%	242

Other funds holding OKLO

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

PIC

Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Oak Capital's OKLO Position: Q1 2025 in Review

West Oak Capital sold out of Oklo (OKLO) in Q1 2025, closing a stake of 500 shares — an estimated $106K sold.

West Oak Capital first reported a position in OKLO in Q4 2024 and held it in 1 quarter. The position peaked at $106K in Q4 2024. 292 funds tracked by Wall St. Rank hold OKLO as of Q1 2025.

West Oak Capital reported no remaining Oklo position as of Q1 2025 after selling out during the quarter.
West Oak Capital sold 500 Oklo shares in Q1 2025, an estimated $106K.
West Oak Capital first reported a position in Oklo in Q4 2024 and held it in 1 quarter.
West Oak Capital's Oklo position peaked at $106K in Q4 2024.
292 funds tracked by Wall St. Rank held Oklo as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.