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Financial Consulate’s Okta OKTA Stock Holding History

Financial Consulate’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 		$5.32K Buy
39
+2
+5% +$188 ﹤0.01% 837
2026
Q1 		$2.91K Sell
37
-100
-73% -$8.3K ﹤0.01% 903
2025
Q4 		$11.8K Sell
137
-300
-69% -$26.2K ﹤0.01% 580
2025
Q3 		$40.1K Buy
+437
New +$40.8K 0.01% 345
2022
Q1 		– Sell
-990
Closed -$222K – 143
2021
Q4 		$222K Buy
990
+65
+7% +$15.5K 0.08% 127
2021
Q3 		$220K Buy
925
+57
+7% +$14.2K 0.08% 122
2021
Q2 		$212K Buy
+868
New +$210K 0.08% 120

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

Financial Consulate's OKTA Position: Q2 2026 in Review

Financial Consulate increased its Okta (OKTA) stake by 5.4% in Q2 2026, buying an estimated $188 and bringing the position to 39 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Financial Consulate first reported a position in OKTA in Q2 2021 and has held it in 7 quarters since. The position peaked at $222K in Q4 2021. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Financial Consulate held 39 shares of Okta worth $5.32K as of Q2 2026.
  • Financial Consulate bought 2 Okta shares in Q2 2026, an estimated $188.
  • Okta made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #837 holding.
  • Financial Consulate first reported a position in Okta in Q2 2021 and has held it in 7 quarters since.
  • Financial Consulate's Okta position peaked at $222K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.