Dunhill Financial’s Okta OKTA Stock Holding History

Dunhill Financial’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	$2.02K	Hold	14	–	–	﹤0.01%	862
2026 Q1	$1.17K	Buy	14 +12	+600%	+$996	﹤0.01%	926
2025 Q4	$158	Buy	+2	New	+$175	﹤0.01%	1194

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

Dunhill Financial's OKTA Position: Q2 2026 in Review

Dunhill Financial held its Okta (OKTA) position steady in Q2 2026 at 14 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Dunhill Financial first reported a position in OKTA in Q4 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Dunhill Financial held 14 shares of Okta worth $2.02K as of Q2 2026.
Dunhill Financial left its Okta share count unchanged in Q2 2026.
Okta made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #862 holding.
Dunhill Financial first reported a position in Okta in Q4 2025 and has held it in 3 quarters since.
824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.