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Farmers & Merchants Investments Inc’s Okta OKTA Stock Holding History

Farmers & Merchants Investments Inc’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 		$19.6K Hold
144
– – ﹤0.01% 609
2026
Q1 		$11.3K Hold
144
– – ﹤0.01% 736
2025
Q4 		$12.5K Buy
144
+4
+3% +$349 ﹤0.01% 677
2025
Q3 		$12.8K Buy
140
+8
+6% +$747 ﹤0.01% 678
2025
Q2 		$13.2K Buy
+132
New +$14.1K ﹤0.01% 653
2021
Q4 		– Sell
-4
Closed -$1K – 1040
2021
Q3 		$1K Buy
+4
New +$993 ﹤0.01% 953

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Farmers & Merchants Investments Inc's OKTA Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Okta (OKTA) position steady in Q2 2026 at 144 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Farmers & Merchants Investments Inc first reported a position in OKTA in Q3 2021 and has held it in 6 quarters since. 497 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Farmers & Merchants Investments Inc held 144 shares of Okta worth $19.6K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Okta share count unchanged in Q2 2026.
  • Okta made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #609 holding.
  • Farmers & Merchants Investments Inc first reported a position in Okta in Q3 2021 and has held it in 6 quarters since.
  • 497 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.