BWL
OKTA icon

Bogart Wealth LLC’s Okta OKTA Stock Holding History

Bogart Wealth LLC’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 		$9.96K Buy
73
+67
+1,117% +$6.3K ﹤0.01% 1004
2026
Q1 		$472 Hold
6
– – ﹤0.01% 1608
2025
Q4 		$519 Sell
6
-3
-33% -$262 ﹤0.01% 1462
2025
Q3 		$825 Hold
9
– – ﹤0.01% 1320
2025
Q2 		$900 Buy
+9
New +$961 ﹤0.01% 1239

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

Bogart Wealth LLC's OKTA Position: Q2 2026 in Review

Bogart Wealth LLC increased its Okta (OKTA) stake by 1,117% in Q2 2026, buying an estimated $6.3K and bringing the position to 73 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Bogart Wealth LLC first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Bogart Wealth LLC held 73 shares of Okta worth $9.96K as of Q2 2026.
  • Bogart Wealth LLC bought 67 Okta shares in Q2 2026, an estimated $6.3K.
  • Okta made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1004 holding.
  • Bogart Wealth LLC first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.