Colonial Trust Advisors’s Okta OKTA Stock Holding History

Colonial Trust 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	$955	Hold	7	–	–	﹤0.01%	757
2026 Q1	$551	Hold	7	–	–	﹤0.01%	695
2025 Q4	$605	Hold	7	–	–	﹤0.01%	667
2025 Q3	$642	Hold	7	–	–	﹤0.01%	650
2025 Q2	$700	Hold	7	–	–	﹤0.01%	659
2025 Q1	$737	Hold	7	–	–	﹤0.01%	641
2024 Q4	$552	Sell	7 -44	-86%	-$3.41K	﹤0.01%	649
2024 Q3	$3.79K	Hold	51	–	–	﹤0.01%	643
2024 Q2	$4.77K	Hold	51	–	–	﹤0.01%	613
2024 Q1	$5.34K	Hold	51	–	–	﹤0.01%	685
2023 Q4	$4.62K	Hold	51	–	–	﹤0.01%	622
2023 Q3	$4.16K	Hold	51	–	–	﹤0.01%	636
2023 Q2	$3.54K	Hold	51	–	–	﹤0.01%	679
2023 Q1	$4.4K	Hold	51	–	–	﹤0.01%	635
2022 Q4	$3.48K	Buy	+51	New	+$2.91K	﹤0.01%	660

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

Colonial Trust Advisors's OKTA Position: Q2 2026 in Review

Colonial Trust Advisors held its Okta (OKTA) position steady in Q2 2026 at 7 shares worth $955. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Colonial Trust Advisors first reported a position in OKTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.34K in Q1 2024. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Colonial Trust Advisors held 7 shares of Okta worth $955 as of Q2 2026.
Colonial Trust Advisors left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #757 holding.
Colonial Trust Advisors first reported a position in Okta in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Okta position peaked at $5.34K in Q1 2024.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.