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CreativeOne Wealth’s Okta OKTA Stock Holding History

CreativeOne Wealth’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 		– Sell
-2,749
Closed -$216K – 1253
2026
Q1 		$216K Sell
2,749
-6
-0.2% -$498 0.01% 1105
2025
Q4 		$238K Sell
2,755
-113
-4% -$9.86K 0.01% 1053
2025
Q3 		$263K Buy
2,868
+267
+10% +$24.9K 0.01% 1003
2025
Q2 		$260K Sell
2,601
-2,282
-47% -$244K 0.01% 974
2025
Q1 		$514K Buy
+4,883
New +$477K 0.02% 677
2022
Q1 		– Sell
-1,508
Closed -$338K – 791
2021
Q4 		$338K Buy
1,508
+215
+17% +$51.2K 0.02% 565
2021
Q3 		$307K Hold
1,293
– – 0.02% 546
2021
Q2 		$316K Hold
1,293
– – 0.02% 521
2021
Q1 		$285K Sell
1,293
-743
-36% -$187K 0.02% 459
2020
Q4 		$518K Buy
+2,036
New +$484K 0.04% 282

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

CreativeOne Wealth's OKTA Position: Q2 2026 in Review

CreativeOne Wealth sold out of Okta (OKTA) in Q2 2026, closing a stake of 2,749 shares — an estimated $216K sold.

CreativeOne Wealth first reported a position in OKTA in Q4 2020 and held it in 10 quarters. The position peaked at $518K in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • CreativeOne Wealth reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 2,749 Okta shares in Q2 2026, an estimated $216K.
  • CreativeOne Wealth first reported a position in Okta in Q4 2020 and held it in 10 quarters.
  • CreativeOne Wealth's Okta position peaked at $518K in Q4 2020.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.