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Darwin Wealth Management’s Okta OKTA Stock Holding History

Darwin Wealth Management’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 		$818 Hold
6
– – ﹤0.01% 577
2026
Q1 		$472 Hold
6
– – ﹤0.01% 559
2025
Q4 		$518 Hold
6
– – ﹤0.01% 589
2025
Q3 		$550 Hold
6
– – ﹤0.01% 558
2025
Q2 		$599 Hold
6
– – ﹤0.01% 549
2025
Q1 		$472 Hold
6
– – ﹤0.01% 585
2024
Q4 		$472 Hold
6
– – ﹤0.01% 585
2024
Q3 		$446 Buy
+6
New +$524 ﹤0.01% 597
2020
Q4 		– Sell
-13,529
Closed -$2.89M – 175
2020
Q3 		$2.89M Sell
13,529
-724
-5% -$151K 0.63% 50
2020
Q2 		$2.85M Buy
14,253
+14,003
+5,601% +$2.38M 0.73% 51
2020
Q1 		$30K Buy
+250
New +$31.4K 0.01% 303

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

Darwin Wealth Management's OKTA Position: Q2 2026 in Review

Darwin Wealth Management held its Okta (OKTA) position steady in Q2 2026 at 6 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Darwin Wealth Management first reported a position in OKTA in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.89M in Q3 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Darwin Wealth Management held 6 shares of Okta worth $818 as of Q2 2026.
  • Darwin Wealth Management left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #577 holding.
  • Darwin Wealth Management first reported a position in Okta in Q1 2020 and has held it in 11 quarters since.
  • Darwin Wealth Management's Okta position peaked at $2.89M in Q3 2020.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.