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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Investment Advisors's OKTA Position: Q1 2026 in Review

Bell Investment Advisors increased its Okta (OKTA) stake by 99% in Q1 2026, buying an estimated $6.72K and bringing the position to 163 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Bell Investment Advisors first reported a position in OKTA in Q3 2021 and has held it in 18 quarters since. The position peaked at $14K in Q3 2021. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

Bell Investment Advisors held 163 shares of Okta worth $12.8K as of Q1 2026.
Bell Investment Advisors bought 81 Okta shares in Q1 2026, an estimated $6.72K.
Okta made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #595 holding.
Bell Investment Advisors first reported a position in Okta in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Okta position peaked at $14K in Q3 2021.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.