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Brown, Lisle/Cummings’s Okta OKTA Stock Holding History

Brown, Lisle/Cummings’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 		$17.1K Sell
125
-47
-27% -$4.42K ﹤0.01% 528
2026
Q1 		$13.6K Buy
172
+162
+1,620% +$13.4K ﹤0.01% 523
2025
Q4 		$889 Hold
10
– – ﹤0.01% 692
2025
Q3 		$943 Hold
10
– – ﹤0.01% 708
2025
Q2 		$1.03K Hold
10
– – ﹤0.01% 708
2025
Q1 		$1.05K Buy
+10
New +$977 ﹤0.01% 704
2024
Q3 		– Sell
-30
Closed -$2.81K – 633
2024
Q2 		$2.81K Buy
+30
New +$2.84K ﹤0.01% 546

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

Brown, Lisle/Cummings's OKTA Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Okta (OKTA) stake by 27% in Q2 2026, selling an estimated $4.42K and leaving 125 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Brown, Lisle/Cummings first reported a position in OKTA in Q2 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Brown, Lisle/Cummings held 125 shares of Okta worth $17.1K as of Q2 2026.
  • Brown, Lisle/Cummings sold 47 Okta shares in Q2 2026, an estimated $4.42K.
  • Okta made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #528 holding.
  • Brown, Lisle/Cummings first reported a position in Okta in Q2 2024 and has held it in 7 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.