Action Point Financial Planning’s Okta OKTA Stock Holding History

Action Point Financial Planning’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 Q2	$15.8K	Buy	+120	New	+$11.3K	﹤0.01%	1237

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Action Point Financial Planning's OKTA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Okta (OKTA) in Q2 2026: 120 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings.

816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Action Point Financial Planning held 120 shares of Okta worth $15.8K as of Q2 2026.
Okta was a new Action Point Financial Planning position in Q2 2026.
Okta made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1237 holding.
816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.