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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
Q2 		$179K Buy
1,315
+717
+120% +$67.4K 0.09% 82
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 $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

Frazier Financial Advisors's OKTA Position: Q2 2026 in Review

Frazier Financial Advisors increased its Okta (OKTA) stake by 120% in Q2 2026, buying an estimated $67.4K and bringing the position to 1,315 shares worth $179K. The position accounts for 0.09% of the portfolio, ranked #82.

Frazier Financial Advisors first reported a position in OKTA in Q3 2024 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Frazier Financial Advisors held 1,315 shares of Okta worth $179K as of Q2 2026.
  • Frazier Financial Advisors bought 717 Okta shares in Q2 2026, an estimated $67.4K.
  • Okta made up 0.09% of Frazier Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Frazier Financial Advisors first reported a position in Okta in Q3 2024 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.