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Bell Investment Advisors’s Okta OKTA Stock Holding History

Bell Investment 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 		$11.2K Sell
82
-81
-50% -$7.62K ﹤0.01% 670
2026
Q1 		$12.8K Buy
163
+81
+99% +$6.72K ﹤0.01% 595
2025
Q4 		$7.09K Sell
82
-11
-12% -$960 ﹤0.01% 830
2025
Q3 		$8.53K Sell
93
-10
-10% -$934 ﹤0.01% 699
2025
Q2 		$10.3K Buy
103
+1
+1% +$107 ﹤0.01% 662
2025
Q1 		$10.7K Buy
102
+9
+10% +$879 ﹤0.01% 576
2024
Q4 		$7.33K Hold
93
– – ﹤0.01% 739
2024
Q3 		$6.91K Sell
93
-6
-6% -$524 ﹤0.01% 779
2024
Q2 		$9.27K Buy
99
+10
+11% +$947 ﹤0.01% 643
2024
Q1 		$9.31K Hold
89
– – ﹤0.01% 617
2023
Q4 		$8.06K Hold
89
– – ﹤0.01% 641
2023
Q3 		$7.25K Sell
89
-13
-13% -$986 ﹤0.01% 626
2023
Q2 		$7.07K Sell
102
-5
-5% -$380 ﹤0.01% 642
2023
Q1 		$9.23K Sell
107
-5
-4% -$381 ﹤0.01% 513
2022
Q4 		$7.65K Buy
112
+103
+1,144% +$5.88K ﹤0.01% 594
2022
Q3 		$1K Sell
9
-91
-91% -$7.83K ﹤0.01% 1507
2022
Q2 		$9K Buy
+100
New +$10.8K ﹤0.01% 464
2021
Q4 		$13K Buy
59
+1
+2% +$238 ﹤0.01% 419
2021
Q3 		$14K Buy
+58
New +$14.4K ﹤0.01% 370

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

Bell Investment Advisors's OKTA Position: Q2 2026 in Review

Bell Investment Advisors reduced its Okta (OKTA) stake by 50% in Q2 2026, selling an estimated $7.62K and leaving 82 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Bell Investment Advisors first reported a position in OKTA in Q3 2021 and has held it in 19 quarters since. The position peaked at $14K in Q3 2021. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bell Investment Advisors held 82 shares of Okta worth $11.2K as of Q2 2026.
  • Bell Investment Advisors sold 81 Okta shares in Q2 2026, an estimated $7.62K.
  • Okta made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #670 holding.
  • Bell Investment Advisors first reported a position in Okta in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Okta position peaked at $14K in Q3 2021.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.