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Channel Wealth’s Okta OKTA Stock Holding History

Channel Wealth’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 		$2.65M Sell
19,409
-26,855
-58% -$2.53M 0.59% 50
2026
Q1 		$3.64M Buy
46,264
+5,209
+13% +$432K 0.88% 36
2025
Q4 		$3.55M Sell
41,055
-4,626
-10% -$404K 0.9% 36
2025
Q3 		$4.19M Buy
+45,681
New +$4.27M 1.12% 30
2025
Q1 		– Sell
-35,036
Closed -$2.76M – 175
2024
Q4 		$2.76M Buy
+35,036
New +$2.72M 0.9% 33

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

Channel Wealth's OKTA Position: Q2 2026 in Review

Channel Wealth reduced its Okta (OKTA) stake by 58% in Q2 2026, selling an estimated $2.53M and leaving 19,409 shares worth $2.65M. The position accounts for 0.59% of the portfolio, ranked #50.

Channel Wealth first reported a position in OKTA in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.19M in Q3 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Channel Wealth held 19,409 shares of Okta worth $2.65M as of Q2 2026.
  • Channel Wealth sold 26,855 Okta shares in Q2 2026, an estimated $2.53M.
  • Okta made up 0.59% of Channel Wealth's portfolio in Q2 2026, its #50 holding.
  • Channel Wealth first reported a position in Okta in Q4 2024 and has held it in 5 quarters since.
  • Channel Wealth's Okta position peaked at $4.19M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.