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AE Wealth Management’s Okta OKTA Stock Holding History

AE Wealth 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 		$5.02M Buy
36,782
+849
+2% +$79.8K 0.02% 438
2026
Q1 		$2.83M Buy
+35,933
New +$2.98M 0.02% 546
2024
Q4 		– Sell
-10,375
Closed -$771K – 2152
2024
Q3 		$771K Sell
10,375
-30,576
-75% -$2.67M 0.01% 763
2024
Q2 		$3.83M Buy
40,951
+10,982
+37% +$1.04M 0.04% 387
2024
Q1 		$3.14M Sell
29,969
-71,355
-70% -$6.58M 0.04% 395
2023
Q4 		$8.59M Sell
101,324
-6,107
-6% -$466K 0.04% 435
2023
Q3 		$8.76M Sell
107,431
-2,879
-3% -$218K 0.05% 410
2023
Q2 		$7.65M Buy
110,310
+21,761
+25% +$1.65M 0.05% 430
2023
Q1 		$7.64M Buy
88,549
+9,821
+12% +$748K 0.05% 406
2022
Q4 		$5.38M Sell
78,728
-2,558
-3% -$146K 0.04% 461
2022
Q3 		$4.62M Buy
81,286
+26,231
+48% +$2.26M 0.04% 444
2022
Q2 		$4.98M Buy
55,055
+18,601
+51% +$2.01M 0.04% 412
2022
Q1 		$5.5M Sell
36,454
-10,081
-22% -$1.81M 0.04% 413
2021
Q4 		$10.4M Buy
46,535
+516
+1% +$123K 0.07% 258
2021
Q3 		$10.9M Sell
46,019
-794
-2% -$197K 0.09% 228
2021
Q2 		$11.5M Buy
46,813
+7,968
+21% +$1.92M 0.1% 201
2021
Q1 		$8.56M Buy
38,845
+2,403
+7% +$604K 0.09% 225
2020
Q4 		$9.27M Sell
36,442
-219
-0.6% -$52.1K 0.11% 192
2020
Q3 		$7.84M Buy
36,661
+8,451
+30% +$1.76M 0.11% 171
2020
Q2 		$5.65M Buy
28,210
+17,504
+163% +$2.97M 0.09% 207
2020
Q1 		$1.31M Buy
10,706
+387
+4% +$48.6K 0.03% 418
2019
Q4 		$1.19M Buy
10,319
+761
+8% +$87.6K 0.03% 492
2019
Q3 		$941K Buy
9,558
+685
+8% +$85.6K 0.03% 463
2019
Q2 		$1.1M Buy
+8,873
New +$963K 0.03% 383

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

AE Wealth Management's OKTA Position: Q2 2026 in Review

AE Wealth Management increased its Okta (OKTA) stake by 2.4% in Q2 2026, buying an estimated $79.8K and bringing the position to 36,782 shares worth $5.02M. The position accounts for 0.02% of the portfolio, ranked #438.

AE Wealth Management first reported a position in OKTA in Q2 2019 and has held it in 24 quarters since. The position peaked at $11.5M in Q2 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • AE Wealth Management held 36,782 shares of Okta worth $5.02M as of Q2 2026.
  • AE Wealth Management bought 849 Okta shares in Q2 2026, an estimated $79.8K.
  • Okta made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #438 holding.
  • AE Wealth Management first reported a position in Okta in Q2 2019 and has held it in 24 quarters since.
  • AE Wealth Management's Okta position peaked at $11.5M in Q2 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.