WI
OKLO

Westbourne Investments’s Oklo OKLO Stock Holding History

Westbourne Investments’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 		$1.11M Buy
+21,198
New +$1.32M 0.45% 64
2025
Q4 		– Sell
-1,900
Closed -$252K – 155
2025
Q3 		$252K Sell
1,900
-4,300
-69% -$337K 0.12% 113
2025
Q2 		$347K Buy
+6,200
New +$239K 0.19% 96

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

Westbourne Investments's OKLO Position: Q2 2026 in Review

Westbourne Investments opened a new position in Oklo (OKLO) in Q2 2026: 21,198 shares worth $1.11M. The stake represents 0.45% of the portfolio and ranks #64 among its holdings. This is a return to the name: Westbourne Investments previously reported a position in OKLO as recently as Q3 2025.

Westbourne Investments first reported a position in OKLO in Q2 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Westbourne Investments held 21,198 shares of Oklo worth $1.11M as of Q2 2026.
  • Oklo was a new Westbourne Investments position in Q2 2026.
  • Oklo made up 0.45% of Westbourne Investments's portfolio in Q2 2026, its #64 holding.
  • Westbourne Investments first reported a position in Oklo in Q2 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.