Clearstead Trust
OKTA icon

Clearstead Trust’s Okta OKTA Stock Holding History

Clearstead Trust’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
Q3 		$3.14K Buy
+15
New +$2.38K ﹤0.01% 878
2025
Q3 		– Sell
-11
Closed -$1.1K – 1551
2025
Q2 		$1.1K Sell
11
-1
-8% -$107 ﹤0.01% 1130
2025
Q1 		$1.26K Buy
+12
New +$1.17K ﹤0.01% 814

Other funds holding OKTA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clearstead Trust's OKTA Position: Q3 2026 in Review

Clearstead Trust opened a new position in Okta (OKTA) in Q3 2026: 15 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in OKTA as recently as Q2 2025.

Clearstead Trust first reported a position in OKTA in Q1 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold OKTA as of Q3 2026.

  • Clearstead Trust held 15 shares of Okta worth $3.14K as of Q3 2026.
  • Okta was a new Clearstead Trust position in Q3 2026.
  • Okta made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #878 holding.
  • Clearstead Trust first reported a position in Okta in Q1 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held Okta as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.