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Brand Asset Management Group’s Okta OKTA Stock Holding History

Brand Asset Management Group’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 		$386K Sell
2,830
-496
-15% -$46.6K 0.09% 145
2026
Q1 		$262K Buy
+3,326
New +$276K 0.07% 166

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

Brand Asset Management Group's OKTA Position: Q2 2026 in Review

Brand Asset Management Group reduced its Okta (OKTA) stake by 15% in Q2 2026, selling an estimated $46.6K and leaving 2,830 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #145.

Brand Asset Management Group first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Brand Asset Management Group held 2,830 shares of Okta worth $386K as of Q2 2026.
  • Brand Asset Management Group sold 496 Okta shares in Q2 2026, an estimated $46.6K.
  • Okta made up 0.09% of Brand Asset Management Group's portfolio in Q2 2026, its #145 holding.
  • Brand Asset Management Group first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.