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Clearstead Advisors’s Okta OKTA Stock Holding History

Clearstead Advisors’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 		$4.62M Sell
33,874
-40,954
-55% -$3.85M 0.04% 249
2026
Q1 		$5.89M Buy
74,828
+70,869
+1,790% +$5.88M 0.05% 213
2025
Q4 		$342K Sell
3,959
-274
-6% -$23.9K ﹤0.01% 770
2025
Q3 		$388K Buy
4,233
+3,362
+386% +$314K 0.01% 712
2025
Q2 		$87.1K Buy
871
+592
+212% +$63.2K ﹤0.01% 1107
2025
Q1 		$29.4K Buy
279
+221
+381% +$21.6K ﹤0.01% 1309
2024
Q4 		$4.57K Buy
58
+8
+16% +$620 ﹤0.01% 1737
2024
Q3 		$3.72K Hold
50
– – ﹤0.01% 1757
2024
Q2 		$4.68K Hold
50
– – ﹤0.01% 1695
2024
Q1 		$4.92K Sell
50
-410
-89% -$37.8K ﹤0.01% 1176
2023
Q4 		$41.6K Sell
460
-155
-25% -$11.8K ﹤0.01% 791
2023
Q3 		$50.1K Sell
615
-216
-26% -$16.4K ﹤0.01% 699
2023
Q2 		$57.6K Buy
831
+331
+66% +$25.1K ﹤0.01% 705
2023
Q1 		$43.1K Buy
+500
New +$38.1K ﹤0.01% 695
2022
Q4 		– Sell
-25
Closed -$1K – 1359
2022
Q3 		$1K Hold
25
– – ﹤0.01% 1177
2022
Q2 		$2K Sell
25
-20
-44% -$2.16K ﹤0.01% 1119
2022
Q1 		$7K Sell
45
-27
-38% -$4.84K ﹤0.01% 1038
2021
Q4 		$16K Sell
72
-185
-72% -$44.1K ﹤0.01% 863
2021
Q3 		$61K Hold
257
– – ﹤0.01% 580
2021
Q2 		$63K Sell
257
-50
-16% -$12.1K ﹤0.01% 517
2021
Q1 		$68K Buy
307
+50
+19% +$12.6K 0.01% 498
2020
Q4 		$65K Hold
257
– – 0.01% 472
2020
Q3 		$55K Buy
257
+25
+11% +$5.21K 0.01% 454
2020
Q2 		$46K Hold
232
– – 0.01% 437
2020
Q1 		$28K Buy
+232
New +$29.1K ﹤0.01% 472

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

Clearstead Advisors's OKTA Position: Q2 2026 in Review

Clearstead Advisors reduced its Okta (OKTA) stake by 55% in Q2 2026, selling an estimated $3.85M and leaving 33,874 shares worth $4.62M. The position accounts for 0.04% of the portfolio, ranked #249.

Clearstead Advisors first reported a position in OKTA in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.89M in Q1 2026. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Clearstead Advisors held 33,874 shares of Okta worth $4.62M as of Q2 2026.
  • Clearstead Advisors sold 40,954 Okta shares in Q2 2026, an estimated $3.85M.
  • Okta made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #249 holding.
  • Clearstead Advisors first reported a position in Okta in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Okta position peaked at $5.89M in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.