Crewe Advisors’s Okta OKTA Stock Holding History

Crewe 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	$205K	Buy	1,500 +500	+50%	+$47K	0.01%	232
2026 Q1	$78.7K	Buy	+1,000	New	+$83K	0.01%	328
2023 Q3	–	Sell	-2	Closed	-$139	–	823
2023 Q2	$139	Sell	2 -65	-97%	-$4.94K	﹤0.01%	786
2023 Q1	$5.78K	Sell	67 -23	-26%	-$1.75K	﹤0.01%	617
2022 Q4	$6.15K	Sell	90 -14	-13%	-$799	﹤0.01%	638
2022 Q3	$6K	Buy	104 +14	+16%	+$1.2K	﹤0.01%	808
2022 Q2	$8K	Buy	+90	New	+$9.72K	﹤0.01%	666
2021 Q4	–	Sell	-5	Closed	-$1K	–	445
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	382
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	445
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	442
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	433
2020 Q3	$1K	Buy	+5	New	+$1.04K	﹤0.01%	598

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

Crewe Advisors's OKTA Position: Q2 2026 in Review

Crewe Advisors increased its Okta (OKTA) stake by 50% in Q2 2026, buying an estimated $47K and bringing the position to 1,500 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #232.

Crewe Advisors first reported a position in OKTA in Q3 2020 and has held it in 12 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Crewe Advisors held 1,500 shares of Okta worth $205K as of Q2 2026.
Crewe Advisors bought 500 Okta shares in Q2 2026, an estimated $47K.
Okta made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #232 holding.
Crewe Advisors first reported a position in Okta in Q3 2020 and has held it in 12 quarters since.
824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.