Basecamp Wealth Advisors’s Okta OKTA Stock Holding History

Basecamp 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	$70K	Hold	513	–	–	0.01%	459
2026 Q1	$40.4K	Buy	513 +41	+9%	+$3.4K	0.01%	608
2025 Q4	$40.8K	Buy	+472	New	+$41.2K	0.01%	576

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

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

Basecamp Wealth Advisors held its Okta (OKTA) position steady in Q2 2026 at 513 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #459.

Basecamp Wealth Advisors first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Basecamp Wealth Advisors held 513 shares of Okta worth $70K as of Q2 2026.
Basecamp Wealth Advisors left its Okta share count unchanged in Q2 2026.
Okta made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #459 holding.
Basecamp Wealth Advisors first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.