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Blue Trust Inc’s Okta OKTA Stock Holding History

Blue Trust Inc’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 		$6.22K Hold
79
– – ﹤0.01% 1941
2025
Q4 		$6.83K Hold
79
– – ﹤0.01% 1941
2025
Q3 		$7.24K Sell
79
-11
-12% -$1.03K ﹤0.01% 1925
2025
Q2 		$9K Buy
90
+11
+14% +$1.18K ﹤0.01% 1894
2025
Q1 		$8.31K Buy
79
+7
+10% +$684 ﹤0.01% 1972
2024
Q4 		$5.67K Sell
72
-300
-81% -$23.3K ﹤0.01% 2066
2024
Q3 		$34.8K Buy
372
+191
+106% +$16.7K ﹤0.01% 1714
2024
Q2 		$18.9K Buy
181
+107
+145% +$10.1K ﹤0.01% 1678
2024
Q1 		$7.74K Sell
74
-144
-66% -$13.3K ﹤0.01% 1512
2023
Q4 		$18K Buy
218
+126
+137% +$9.61K ﹤0.01% 1337
2023
Q3 		$6K Buy
92
+19
+26% +$1.44K ﹤0.01% 1591
2023
Q2 		$6K Sell
73
-34
-32% -$2.58K ﹤0.01% 1477
2023
Q1 		$7K Buy
107
+75
+234% +$5.71K ﹤0.01% 1704
2022
Q4 		$2K Sell
32
-31
-49% -$1.77K ﹤0.01% 1947
2022
Q3 		$6K Sell
63
-28
-31% -$2.41K ﹤0.01% 1521
2022
Q2 		$14K Buy
+91
New +$9.83K ﹤0.01% 1096

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Trust Inc's OKTA Position: Q1 2026 in Review

Blue Trust Inc held its Okta (OKTA) position steady in Q1 2026 at 79 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Blue Trust Inc first reported a position in OKTA in Q2 2022 and has held it in 16 quarters since. The position peaked at $34.8K in Q3 2024. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Blue Trust Inc held 79 shares of Okta worth $6.22K as of Q1 2026.
  • Blue Trust Inc left its Okta share count unchanged in Q1 2026.
  • Okta made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1941 holding.
  • Blue Trust Inc first reported a position in Okta in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Okta position peaked at $34.8K in Q3 2024.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.