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Advisors Asset Management’s Okta OKTA Stock Holding History

Advisors Asset Management’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 		$1.1M Buy
8,054
+2,001
+33% +$188K 0.02% 787
2026
Q1 		$476K Buy
6,053
+2,784
+85% +$231K 0.01% 983
2025
Q4 		$283K Buy
3,269
+2,184
+201% +$191K ﹤0.01% 1078
2025
Q3 		$99.5K Buy
1,085
+115
+12% +$10.7K ﹤0.01% 1214
2025
Q2 		$97K Sell
970
-103
-10% -$11K ﹤0.01% 1203
2025
Q1 		$113K Buy
1,073
+120
+13% +$11.7K ﹤0.01% 1178
2024
Q4 		$75.1K Sell
953
-117
-11% -$9.07K ﹤0.01% 1273
2024
Q3 		$79.5K Sell
1,070
-31
-3% -$2.71K ﹤0.01% 1255
2024
Q2 		$103K Buy
1,101
+59
+6% +$5.59K ﹤0.01% 1193
2024
Q1 		$109K Buy
1,042
+199
+24% +$18.4K ﹤0.01% 1203
2023
Q4 		$76.3K Buy
843
+18
+2% +$1.37K ﹤0.01% 1221
2023
Q3 		$67.2K Buy
825
+102
+14% +$7.73K ﹤0.01% 1238
2023
Q2 		$50.1K Sell
723
-1,255
-63% -$95.3K ﹤0.01% 1283
2023
Q1 		$171K Sell
1,978
-1,568
-44% -$119K ﹤0.01% 1144
2022
Q4 		$242K Sell
3,546
-1,415
-29% -$80.8K ﹤0.01% 1096
2022
Q3 		$282K Sell
4,961
-2,866
-37% -$247K 0.01% 1071
2022
Q2 		$708K Sell
7,827
-1,374
-15% -$148K 0.01% 858
2022
Q1 		$1.39M Buy
9,201
+472
+5% +$84.6K 0.02% 705
2021
Q4 		$1.96M Buy
8,729
+406
+5% +$96.7K 0.03% 622
2021
Q3 		$1.98M Buy
8,323
+57
+0.7% +$14.2K 0.03% 599
2021
Q2 		$2.02M Sell
8,266
-305
-4% -$73.6K 0.03% 599
2021
Q1 		$1.89M Buy
8,571
+259
+3% +$65.1K 0.03% 614
2020
Q4 		$2.11M Sell
8,312
-1,837
-18% -$437K 0.03% 531
2020
Q3 		$2.17M Sell
10,149
-2,172
-18% -$453K 0.04% 433
2020
Q2 		$2.47M Sell
12,321
-1,733
-12% -$294K 0.05% 390
2020
Q1 		$1.72M Buy
14,054
+3,001
+27% +$377K 0.04% 455
2019
Q4 		$1.28M Buy
11,053
+730
+7% +$84K 0.02% 678
2019
Q3 		$1.02M Buy
10,323
+1,078
+12% +$135K 0.02% 750
2019
Q2 		$1.14M Buy
9,245
+2,876
+45% +$312K 0.02% 730
2019
Q1 		$527K Buy
+6,369
New +$504K 0.01% 985

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advisors Asset Management's OKTA Position: Q2 2026 in Review

Advisors Asset Management increased its Okta (OKTA) stake by 33% in Q2 2026, buying an estimated $188K and bringing the position to 8,054 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #787.

Advisors Asset Management first reported a position in OKTA in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.47M in Q2 2020. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Advisors Asset Management held 8,054 shares of Okta worth $1.1M as of Q2 2026.
  • Advisors Asset Management bought 2,001 Okta shares in Q2 2026, an estimated $188K.
  • Okta made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #787 holding.
  • Advisors Asset Management first reported a position in Okta in Q1 2019 and has held it in 30 quarters since.
  • Advisors Asset Management's Okta position peaked at $2.47M in Q2 2020.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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