First Command Advisory Services’s Okta OKTA Stock Holding History

First Command Advisory Services’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 Q1	$39.4K	Hold	500	–	–	﹤0.01%	385
2025 Q4	$43.2K	Hold	500	–	–	﹤0.01%	326
2025 Q3	$45.9K	Hold	500	–	–	﹤0.01%	316
2025 Q2	$50K	Hold	500	–	–	﹤0.01%	286
2025 Q1	$52.6K	Hold	500	–	–	﹤0.01%	270
2024 Q4	$39.4K	Hold	500	–	–	﹤0.01%	301
2024 Q3	$37.2K	Hold	500	–	–	﹤0.01%	307
2024 Q2	$46.8K	Buy	+500	New	+$47.3K	﹤0.01%	271
2023 Q2	–	Sell	-1	Closed	–	–	145
2023 Q1	$0	Buy	+1	New	+$76	﹤0.01%	202

Other funds holding OKTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Command Advisory Services's OKTA Position: Q1 2026 in Review

First Command Advisory Services held its Okta (OKTA) position steady in Q1 2026 at 500 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

First Command Advisory Services first reported a position in OKTA in Q1 2023 and has held it in 9 quarters since. The position peaked at $52.6K in Q1 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

First Command Advisory Services held 500 shares of Okta worth $39.4K as of Q1 2026.
First Command Advisory Services left its Okta share count unchanged in Q1 2026.
Okta made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #385 holding.
First Command Advisory Services first reported a position in Okta in Q1 2023 and has held it in 9 quarters since.
First Command Advisory Services's Okta position peaked at $52.6K in Q1 2025.
730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.