Bartlett & Co Wealth Management’s Okta OKTA Stock Holding History

Bartlett & Co 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	–	Sell	-64	Closed	-$4.94K	–	1355
2026 Q1	$4.94K	Buy	+64	New	+$5.31K	﹤0.01%	1022
2023 Q3	–	Sell	-25	Closed	-$1.73K	–	1197
2023 Q2	$1.73K	Hold	25	–	–	﹤0.01%	1076
2023 Q1	$2.16K	Hold	25	–	–	﹤0.01%	975
2022 Q4	$1.71K	Hold	25	–	–	﹤0.01%	1026
2022 Q3	$1.42K	Hold	25	–	–	﹤0.01%	1090
2022 Q2	$2.26K	Buy	+25	New	+$2.7K	﹤0.01%	1163
2021 Q3	–	Sell	-2	Closed	-$489	–	1033
2021 Q2	$489	Hold	2	–	–	﹤0.01%	1026
2021 Q1	$441	Hold	2	–	–	﹤0.01%	1060
2020 Q4	$509	Buy	+2	New	+$475	﹤0.01%	1148

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

Bartlett & Co Wealth Management's OKTA Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Okta (OKTA) in Q2 2026, closing a stake of 64 shares — an estimated $4.94K sold.

Bartlett & Co Wealth Management first reported a position in OKTA in Q4 2020 and held it in 9 quarters. The position peaked at $4.94K in Q1 2026. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Bartlett & Co Wealth Management reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 64 Okta shares in Q2 2026, an estimated $4.94K.
Bartlett & Co Wealth Management first reported a position in Okta in Q4 2020 and held it in 9 quarters.
Bartlett & Co Wealth Management's Okta position peaked at $4.94K in Q1 2026.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.