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GDS Wealth Management’s Okta OKTA Stock Holding History

GDS Wealth Management’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 		$323K Buy
+2,365
New +$222K 0.02% 181
2026
Q1 		– Sell
-4,670
Closed -$404K – 207
2025
Q4 		$404K Hold
4,670
– – 0.03% 137
2025
Q3 		$428K Sell
4,670
-4,330
-48% -$404K 0.03% 131
2025
Q2 		$900K Buy
+9,000
New +$961K 0.07% 93

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

GDS Wealth Management's OKTA Position: Q2 2026 in Review

GDS Wealth Management opened a new position in Okta (OKTA) in Q2 2026: 2,365 shares worth $323K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: GDS Wealth Management previously reported a position in OKTA as recently as Q4 2025.

GDS Wealth Management first reported a position in OKTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $900K in Q2 2025. 817 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • GDS Wealth Management held 2,365 shares of Okta worth $323K as of Q2 2026.
  • Okta was a new GDS Wealth Management position in Q2 2026.
  • Okta made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #181 holding.
  • GDS Wealth Management first reported a position in Okta in Q2 2025 and has held it in 4 quarters since.
  • GDS Wealth Management's Okta position peaked at $900K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.