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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
Q2 		$55.1K Buy
404
+325
+411% +$30.6K ﹤0.01% 1307
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 $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

Blue Trust Inc's OKTA Position: Q2 2026 in Review

Blue Trust Inc increased its Okta (OKTA) stake by 411% in Q2 2026, buying an estimated $30.6K and bringing the position to 404 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Blue Trust Inc first reported a position in OKTA in Q2 2022 and has held it in 17 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Blue Trust Inc held 404 shares of Okta worth $55.1K as of Q2 2026.
  • Blue Trust Inc bought 325 Okta shares in Q2 2026, an estimated $30.6K.
  • Okta made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1307 holding.
  • Blue Trust Inc first reported a position in Okta in Q2 2022 and has held it in 17 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.