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Apollon Wealth Management’s Okta OKTA Stock Holding History

Apollon 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 		$768K Buy
+5,626
New +$529K 0.01% 832
2026
Q1 		– Sell
-2,370
Closed -$205K – 1446
2025
Q4 		$205K Buy
2,370
+96
+4% +$8.38K ﹤0.01% 1221
2025
Q3 		$209K Sell
2,274
-65
-3% -$6.07K ﹤0.01% 1211
2025
Q2 		$234K Buy
+2,339
New +$250K ﹤0.01% 1107
2024
Q2 		– Sell
-2,150
Closed -$225K – 1147
2024
Q1 		$225K Buy
+2,150
New +$198K 0.01% 992
2020
Q3 		– Sell
-268
Closed -$54K – 523
2020
Q2 		$54K Buy
+268
New +$45.5K 0.03% 236

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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management opened a new position in Okta (OKTA) in Q2 2026: 5,626 shares worth $768K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in OKTA as recently as Q4 2025.

Apollon Wealth Management first reported a position in OKTA in Q2 2020 and has held it in 6 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Apollon Wealth Management held 5,626 shares of Okta worth $768K as of Q2 2026.
  • Okta was a new Apollon Wealth Management position in Q2 2026.
  • Okta made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #832 holding.
  • Apollon Wealth Management first reported a position in Okta in Q2 2020 and has held it in 6 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.