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Cura Wealth Advisors’s Okta OKTA Stock Holding History

Cura Wealth 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 		$341K Buy
+2,500
New +$235K 0.15% 81
2026
Q1 		– Sell
-2,500
Closed -$216K – 142
2025
Q4 		$216K Hold
2,500
– – 0.08% 126
2025
Q3 		$229K Buy
+2,500
New +$233K 0.09% 106

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

Cura Wealth Advisors's OKTA Position: Q2 2026 in Review

Cura Wealth Advisors opened a new position in Okta (OKTA) in Q2 2026: 2,500 shares worth $341K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings. This is a return to the name: Cura Wealth Advisors previously reported a position in OKTA as recently as Q4 2025.

Cura Wealth Advisors first reported a position in OKTA in Q3 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Cura Wealth Advisors held 2,500 shares of Okta worth $341K as of Q2 2026.
  • Okta was a new Cura Wealth Advisors position in Q2 2026.
  • Okta made up 0.15% of Cura Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Cura Wealth Advisors first reported a position in Okta in Q3 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.