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Frazier Financial Advisors’s Okta OKTA Stock Holding History

Frazier Financial 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
Q1 		$47.1K Sell
598
-205
-26% -$17K 0.03% 195
2025
Q4 		$69.4K Hold
803
– – 0.04% 139
2025
Q3 		$73.6K Buy
803
+50
+7% +$4.67K 0.05% 122
2025
Q2 		$75.3K Buy
+753
New +$80.4K 0.05% 114
2024
Q4 		– Sell
-778
Closed -$57.8K – 815
2024
Q3 		$57.8K Buy
+778
New +$68K 0.04% 131

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frazier Financial Advisors's OKTA Position: Q1 2026 in Review

Frazier Financial Advisors reduced its Okta (OKTA) stake by 26% in Q1 2026, selling an estimated $17K and leaving 598 shares worth $47.1K. The position accounts for 0.03% of the portfolio, ranked #195.

Frazier Financial Advisors first reported a position in OKTA in Q3 2024 and has held it in 5 quarters since. The position peaked at $75.3K in Q2 2025. 730 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • Frazier Financial Advisors held 598 shares of Okta worth $47.1K as of Q1 2026.
  • Frazier Financial Advisors sold 205 Okta shares in Q1 2026, an estimated $17K.
  • Okta made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #195 holding.
  • Frazier Financial Advisors first reported a position in Okta in Q3 2024 and has held it in 5 quarters since.
  • Frazier Financial Advisors's Okta position peaked at $75.3K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.