Crestwood Advisors Group’s Okta OKTA Stock Holding History

Crestwood Advisors Group’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	$211K	Buy	+1,545	New	+$145K	﹤0.01%	821
2022 Q1	–	Sell	-1,092	Closed	-$245K	–	304
2021 Q4	$245K	Hold	1,092	–	–	0.01%	268
2021 Q3	$259K	Hold	1,092	–	–	0.01%	242
2021 Q2	$267K	Buy	1,092 +40	+4%	+$9.65K	0.01%	239
2021 Q1	$232K	Buy	1,052 +4	+0.4%	+$1K	0.01%	244
2020 Q4	$266K	Hold	1,048	–	–	0.01%	230
2020 Q3	$224K	Hold	1,048	–	–	0.01%	219
2020 Q2	$210K	Buy	+1,048	New	+$178K	0.01%	220

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

Crestwood Advisors Group's OKTA Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Okta (OKTA) in Q2 2026: 1,545 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in OKTA as recently as Q4 2021.

Crestwood Advisors Group first reported a position in OKTA in Q2 2020 and has held it in 8 quarters since. The position peaked at $267K in Q2 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Crestwood Advisors Group held 1,545 shares of Okta worth $211K as of Q2 2026.
Okta was a new Crestwood Advisors Group position in Q2 2026.
Okta made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #821 holding.
Crestwood Advisors Group first reported a position in Okta in Q2 2020 and has held it in 8 quarters since.
Crestwood Advisors Group's Okta position peaked at $267K in Q2 2021.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.