Aaron Wealth Advisors
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Aaron Wealth Advisors’s Okta OKTA Stock Holding History

Aaron Wealth Advisors’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.09M Buy
5,215
+367
+8% +$58.1K 0.05% 232
2026
Q2 		$662K Sell
4,848
-966
-17% -$90.8K 0.03% 348
2026
Q1 		$458K Buy
5,814
+1,983
+52% +$165K 0.03% 415
2025
Q4 		$331K Sell
3,831
-10,524
-73% -$918K 0.02% 545
2025
Q3 		$1.32M Buy
14,355
+10,008
+230% +$934K 0.08% 176
2025
Q2 		$435K Sell
4,347
-622
-13% -$66.4K 0.04% 275
2025
Q1 		$523K Buy
4,969
+1,507
+44% +$147K 0.06% 207
2024
Q4 		$273K Buy
3,462
+43
+1% +$3.33K 0.03% 346
2024
Q3 		$254K Buy
3,419
+547
+19% +$47.8K 0.03% 346
2024
Q2 		$269K Buy
2,872
+662
+30% +$62.7K 0.04% 258
2024
Q1 		$231K Buy
+2,210
New +$204K 0.03% 267
2022
Q2 		– Sell
-330
Closed -$49.8K – 640
2022
Q1 		$49.8K Buy
+330
New +$59.2K 0.01% 429

Other funds holding OKTA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aaron Wealth Advisors's OKTA Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Okta (OKTA) stake by 7.6% in Q3 2026, buying an estimated $58.1K and bringing the position to 5,215 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #232.

Aaron Wealth Advisors first reported a position in OKTA in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.32M in Q3 2025. 812 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Aaron Wealth Advisors held 5,215 shares of Okta worth $1.09M as of Q3 2026.
  • Aaron Wealth Advisors bought 367 Okta shares in Q3 2026, an estimated $58.1K.
  • Okta made up 0.05% of Aaron Wealth Advisors's portfolio in Q3 2026, its #232 holding.
  • Aaron Wealth Advisors first reported a position in Okta in Q1 2022 and has held it in 12 quarters since.
  • Aaron Wealth Advisors's Okta position peaked at $1.32M in Q3 2025.
  • 812 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.