Carson Advisory’s Okta OKTA Stock Holding History

Carson Advisory’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	$430K	Sell	3,150 -650	-17%	-$61.1K	0.2%	107
2026 Q1	$299K	Buy	+3,800	New	+$315K	0.16%	137

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carson Advisory's OKTA Position: Q2 2026 in Review

Carson Advisory reduced its Okta (OKTA) stake by 17% in Q2 2026, selling an estimated $61.1K and leaving 3,150 shares worth $430K. The position accounts for 0.2% of the portfolio, ranked #107.

Carson Advisory first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Carson Advisory held 3,150 shares of Okta worth $430K as of Q2 2026.
Carson Advisory sold 650 Okta shares in Q2 2026, an estimated $61.1K.
Okta made up 0.2% of Carson Advisory's portfolio in Q2 2026, its #107 holding.
Carson Advisory first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.