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Curio Wealth’s Okta OKTA Stock Holding History

Curio 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
-25
Closed -$1.97K – 804
2026
Q1 		$1.97K Sell
25
-75
-75% -$6.22K ﹤0.01% 319
2025
Q4 		$8.84K Buy
+100
New +$8.73K ﹤0.01% 249
2025
Q3 		– Sell
-22
Closed -$2.2K – 344
2025
Q2 		$2.2K Buy
22
+21
+2,100% +$2.24K ﹤0.01% 276
2025
Q1 		$1.73K Buy
+1
New +$98 ﹤0.01% 308

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

Curio Wealth's OKTA Position: Q2 2026 in Review

Curio Wealth sold out of Okta (OKTA) in Q2 2026, closing a stake of 25 shares — an estimated $1.97K sold.

Curio Wealth first reported a position in OKTA in Q1 2025 and held it in 4 quarters. The position peaked at $8.84K in Q4 2025. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Curio Wealth reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 25 Okta shares in Q2 2026, an estimated $1.97K.
  • Curio Wealth first reported a position in Okta in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's Okta position peaked at $8.84K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.