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Arkadios Wealth Advisors’s Okta OKTA Stock Holding History

Arkadios Wealth Advisors’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 		$1.57M Sell
11,525
-770
-6% -$72.4K 0.02% 635
2026
Q1 		$968K Buy
12,295
+7,028
+133% +$583K 0.02% 804
2025
Q4 		$455K Buy
5,267
+56
+1% +$4.89K 0.01% 1061
2025
Q3 		$478K Buy
5,211
+197
+4% +$18.4K 0.01% 950
2025
Q2 		$501K Buy
+5,014
New +$535K 0.01% 840
2021
Q1 		– Sell
-117
Closed -$29K – 1717
2020
Q4 		$29K Buy
+117
New +$27.8K 0.01% 665
2020
Q1 		– Sell
-110
Closed -$14.9K – 1271
2019
Q4 		$14.9K Buy
+110
New +$12.7K 0.01% 519

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

Arkadios Wealth Advisors's OKTA Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Okta (OKTA) stake by 6.3% in Q2 2026, selling an estimated $72.4K and leaving 11,525 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #635.

Arkadios Wealth Advisors first reported a position in OKTA in Q4 2019 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Arkadios Wealth Advisors held 11,525 shares of Okta worth $1.57M as of Q2 2026.
  • Arkadios Wealth Advisors sold 770 Okta shares in Q2 2026, an estimated $72.4K.
  • Okta made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #635 holding.
  • Arkadios Wealth Advisors first reported a position in Okta in Q4 2019 and has held it in 7 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.