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Diversify Advisory Services’s Okta OKTA Stock Holding History

Diversify Advisory Services’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 		$3.43M Sell
24,951
-1,739
-7% -$164K 0.06% 271
2026
Q1 		$2.03M Sell
26,690
-479
-2% -$39.8K 0.31% 32
2025
Q4 		$2.43M Buy
27,169
+100
+0.4% +$8.73K 0.08% 198
2025
Q3 		$2.47M Sell
27,069
-17
-0.1% -$1.59K 0.08% 182
2025
Q2 		$2.42M Buy
27,086
+190
+0.7% +$20.3K 0.09% 163
2025
Q1 		$3.03M Buy
26,896
+8
+0% +$781 0.19% 88
2024
Q4 		$2.27M Buy
+26,888
New +$2.08M 0.13% 114

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

Diversify Advisory Services's OKTA Position: Q2 2026 in Review

Diversify Advisory Services reduced its Okta (OKTA) stake by 6.5% in Q2 2026, selling an estimated $164K and leaving 24,951 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #271.

Diversify Advisory Services first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Diversify Advisory Services held 24,951 shares of Okta worth $3.43M as of Q2 2026.
  • Diversify Advisory Services sold 1,739 Okta shares in Q2 2026, an estimated $164K.
  • Okta made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #271 holding.
  • Diversify Advisory Services first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.