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Colonial Trust’s Okta OKTA Stock Holding History

Colonial 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
Q2 		$5.73K Sell
42
-12
-22% -$1.13K ﹤0.01% 836
2026
Q1 		$4.25K Hold
54
– – ﹤0.01% 886
2025
Q4 		$4.67K Sell
54
-13
-19% -$1.13K ﹤0.01% 858
2025
Q3 		$6.14K Hold
67
– – ﹤0.01% 807
2025
Q2 		$6.7K Buy
67
+21
+46% +$2.24K ﹤0.01% 798
2025
Q1 		$4.84K Sell
46
-175
-79% -$17.1K ﹤0.01% 832
2024
Q4 		$17.4K Buy
+221
New +$17.1K ﹤0.01% 834

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

Colonial Trust's OKTA Position: Q2 2026 in Review

Colonial Trust reduced its Okta (OKTA) stake by 22% in Q2 2026, selling an estimated $1.13K and leaving 42 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Colonial Trust first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.4K in Q4 2024. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Colonial Trust held 42 shares of Okta worth $5.73K as of Q2 2026.
  • Colonial Trust sold 12 Okta shares in Q2 2026, an estimated $1.13K.
  • Okta made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #836 holding.
  • Colonial Trust first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • Colonial Trust's Okta position peaked at $17.4K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

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