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EverSource Wealth Advisors’s Okta OKTA Stock Holding History

EverSource Wealth 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 		$172K Sell
1,264
-69
-5% -$6.49K 0.01% 1073
2026
Q1 		$105K Buy
1,333
+129
+11% +$10.7K ﹤0.01% 1400
2025
Q4 		$104K Sell
1,204
-468
-28% -$40.8K ﹤0.01% 1288
2025
Q3 		$153K Buy
1,672
+51
+3% +$4.76K 0.01% 1050
2025
Q2 		$162K Buy
1,621
+893
+123% +$95.4K 0.01% 955
2025
Q1 		$76.6K Buy
728
+278
+62% +$27.2K ﹤0.01% 1019
2024
Q4 		$35.5K Buy
450
+26
+6% +$2.02K ﹤0.01% 1344
2024
Q3 		$31.5K Sell
424
-1,671
-80% -$146K ﹤0.01% 1265
2024
Q2 		$197K Buy
2,095
+1,754
+514% +$166K 0.01% 565
2024
Q1 		$31.7K Buy
341
+142
+71% +$13.1K ﹤0.01% 1171
2023
Q4 		$18K Sell
199
-9
-4% -$687 ﹤0.01% 1281
2023
Q3 		$16.9K Sell
208
-343
-62% -$26K ﹤0.01% 1189
2023
Q2 		$38.2K Sell
551
-31
-5% -$2.35K ﹤0.01% 938
2023
Q1 		$50.2K Sell
582
-39
-6% -$2.97K 0.01% 793
2022
Q4 		$42.4K Buy
+621
New +$35.5K 0.01% 821
2022
Q3 		– Sell
-36
Closed -$3K – 2081
2022
Q2 		$3K Buy
36
+14
+64% +$1.51K ﹤0.01% 1417
2022
Q1 		$3K Buy
22
+7
+47% +$1.25K ﹤0.01% 1438
2021
Q4 		$3K Buy
+15
New +$3.57K ﹤0.01% 1445

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

EverSource Wealth Advisors's OKTA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Okta (OKTA) stake by 5.2% in Q2 2026, selling an estimated $6.49K and leaving 1,264 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #1073.

EverSource Wealth Advisors first reported a position in OKTA in Q4 2021 and has held it in 18 quarters since. The position peaked at $197K in Q2 2024. 824 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • EverSource Wealth Advisors held 1,264 shares of Okta worth $172K as of Q2 2026.
  • EverSource Wealth Advisors sold 69 Okta shares in Q2 2026, an estimated $6.49K.
  • Okta made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1073 holding.
  • EverSource Wealth Advisors first reported a position in Okta in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Okta position peaked at $197K in Q2 2024.
  • 824 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.