Douglass Winthrop Advisors’s Okta OKTA Stock Holding History

Douglass Winthrop 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	$308K	Buy	+2,260	New	+$213K	0.01%	271

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

Douglass Winthrop Advisors's OKTA Position: Q2 2026 in Review

Douglass Winthrop Advisors opened a new position in Okta (OKTA) in Q2 2026: 2,260 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Douglass Winthrop Advisors held 2,260 shares of Okta worth $308K as of Q2 2026.
Okta was a new Douglass Winthrop Advisors position in Q2 2026.
Okta made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #271 holding.
817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.