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Bay Harbor Wealth Management’s Okta OKTA Stock Holding History

Bay Harbor 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 		$3.14K Buy
23
+10
+77% +$940 ﹤0.01% 536
2026
Q1 		$1.02K Sell
13
-1
-7% -$83 ﹤0.01% 769
2025
Q4 		$1.21K Buy
14
+5
+56% +$436 ﹤0.01% 591
2025
Q3 		$825 Buy
9
+2
+29% +$187 ﹤0.01% 574
2025
Q2 		$699 Buy
7
+3
+75% +$320 ﹤0.01% 542
2025
Q1 		$420 Buy
+4
New +$391 ﹤0.01% 467
2020
Q4 		– Sell
-5
Closed -$1K – 449
2020
Q3 		$1K Buy
+5
New +$1.04K ﹤0.01% 353

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

Bay Harbor Wealth Management's OKTA Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Okta (OKTA) stake by 77% in Q2 2026, buying an estimated $940 and bringing the position to 23 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Bay Harbor Wealth Management first reported a position in OKTA in Q3 2020 and has held it in 7 quarters since. 816 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bay Harbor Wealth Management held 23 shares of Okta worth $3.14K as of Q2 2026.
  • Bay Harbor Wealth Management bought 10 Okta shares in Q2 2026, an estimated $940.
  • Okta made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #536 holding.
  • Bay Harbor Wealth Management first reported a position in Okta in Q3 2020 and has held it in 7 quarters since.
  • 816 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.