Focus Partners Wealth
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Focus Partners Wealth’s Okta OKTA Stock Holding History

Focus Partners Wealth’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 		$31.2M Buy
228,582
+19,390
+9% +$1.82M 0.03% 412
2026
Q1 		$16.5M Buy
209,192
+82,861
+66% +$6.88M 0.02% 558
2025
Q4 		$11.4M Buy
126,331
+4,200
+3% +$367K 0.01% 662
2025
Q3 		$11.2M Buy
122,131
+4,156
+4% +$388K 0.02% 535
2025
Q2 		$11.8M Buy
117,975
+3,495
+3% +$373K 0.03% 463
2025
Q1 		$12M Buy
114,480
+3,857
+3% +$377K 0.03% 436
2024
Q4 		$8.72M Buy
110,623
+17,273
+19% +$1.34M 0.02% 494
2024
Q3 		$6.94M Buy
93,350
+68,836
+281% +$6.01M 0.02% 482
2024
Q2 		$2.35M Buy
24,514
+12,380
+102% +$1.17M 0.01% 626
2024
Q1 		$1.27M Buy
+12,134
New +$1.12M 0.01% 566

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

Focus Partners Wealth's OKTA Position: Q2 2026 in Review

Focus Partners Wealth increased its Okta (OKTA) stake by 9.3% in Q2 2026, buying an estimated $1.82M and bringing the position to 228,582 shares worth $31.2M. The position accounts for 0.03% of the portfolio, ranked #412.

Focus Partners Wealth first reported a position in OKTA in Q1 2024 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Focus Partners Wealth held 228,582 shares of Okta worth $31.2M as of Q2 2026.
  • Focus Partners Wealth bought 19,390 Okta shares in Q2 2026, an estimated $1.82M.
  • Okta made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #412 holding.
  • Focus Partners Wealth first reported a position in Okta in Q1 2024 and has held it in 10 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.