Alpha Wealth Funds’s Okta OKTA Stock Holding History

Alpha Wealth Funds’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	–	Sell	-3,500	Closed	-$267K	–	77
2026 Q1	$267K	Sell	3,500 -1,500	-30%	-$124K	0.18%	30
2025 Q4	$423K	Buy	+5,000	New	+$436K	0.26%	30

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

Alpha Wealth Funds's OKTA Position: Q2 2026 in Review

Alpha Wealth Funds sold out of Okta (OKTA) in Q2 2026, closing a stake of 3,500 shares — an estimated $267K sold.

Alpha Wealth Funds first reported a position in OKTA in Q4 2025 and held it in 2 quarters. The position peaked at $423K in Q4 2025. 815 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Alpha Wealth Funds reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Alpha Wealth Funds sold 3,500 Okta shares in Q2 2026, an estimated $267K.
Alpha Wealth Funds first reported a position in Okta in Q4 2025 and held it in 2 quarters.
Alpha Wealth Funds's Okta position peaked at $423K in Q4 2025.
815 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.