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Cassaday & Co Wealth Management’s Okta OKTA Stock Holding History

Cassaday & Co Wealth Management’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 		$410 Sell
3
-6
-67% -$564 ﹤0.01% 1152
2026
Q1 		$709 Buy
+9
New +$747 ﹤0.01% 1162

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

Cassaday & Co Wealth Management's OKTA Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Okta (OKTA) stake by 67% in Q2 2026, selling an estimated $564 and leaving 3 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Cassaday & Co Wealth Management first reported a position in OKTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $709 in Q1 2026. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Okta worth $410 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 6 Okta shares in Q2 2026, an estimated $564.
  • Okta made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1152 holding.
  • Cassaday & Co Wealth Management first reported a position in Okta in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Okta position peaked at $709 in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.