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Comprehensive Financial Planning’s Okta OKTA Stock Holding History

Comprehensive Financial Planning’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 		$273 Hold
2
– – ﹤0.01% 390
2026
Q1 		$157 Hold
2
– – ﹤0.01% 375
2025
Q4 		$172 Hold
2
– – ﹤0.01% 405
2025
Q3 		$183 Hold
2
– – ﹤0.01% 339
2025
Q2 		$200 Buy
+2
New +$214 ﹤0.01% 323

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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's OKTA Position: Q2 2026 in Review

Comprehensive Financial Planning held its Okta (OKTA) position steady in Q2 2026 at 2 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Comprehensive Financial Planning first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Comprehensive Financial Planning held 2 shares of Okta worth $273 as of Q2 2026.
  • Comprehensive Financial Planning left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #390 holding.
  • Comprehensive Financial Planning first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.