Global Trust Asset Management’s Okta OKTA Stock Holding History

Global Trust Asset 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	$28.4K	Sell	208 -139	-40%	-$13.1K	0.01%	282
2026 Q1	$27.3K	Hold	347	–	–	0.01%	296
2025 Q4	$30K	Hold	347	–	–	0.01%	276
2025 Q3	$31.8K	Sell	347 -1	-0.3%	-$93	0.01%	307
2025 Q2	$34.8K	Sell	348 -141	-29%	-$15.1K	0.02%	287
2025 Q1	$51.5K	Hold	489	–	–	0.03%	248
2024 Q4	$38.5K	Hold	489	–	–	0.01%	308
2024 Q3	$36.4K	Sell	489 -23	-4%	-$2.01K	0.01%	302
2024 Q2	$47.9K	Hold	512	–	–	0.02%	266
2024 Q1	$53.6K	Hold	512	–	–	0.02%	259
2023 Q4	$46.4K	Hold	512	–	–	0.02%	253
2023 Q3	$41.7K	Hold	512	–	–	0.02%	251
2023 Q2	$35.5K	Hold	512	–	–	0.02%	254
2023 Q1	$44.2K	Hold	512	–	–	0.02%	235
2022 Q4	$35K	Hold	512	–	–	0.02%	238
2022 Q3	$29K	Hold	512	–	–	0.02%	248
2022 Q2	$46K	Hold	512	–	–	0.02%	234
2022 Q1	$77K	Buy	512 +377	+279%	+$67.6K	0.03%	247
2021 Q4	$30K	Buy	+135	New	+$32.2K	0.01%	291

Other funds holding OKTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Global Trust Asset Management's OKTA Position: Q2 2026 in Review

Global Trust Asset Management reduced its Okta (OKTA) stake by 40% in Q2 2026, selling an estimated $13.1K and leaving 208 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #282.

Global Trust Asset Management first reported a position in OKTA in Q4 2021 and has held it in 19 quarters since. The position peaked at $77K in Q1 2022. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Global Trust Asset Management held 208 shares of Okta worth $28.4K as of Q2 2026.
Global Trust Asset Management sold 139 Okta shares in Q2 2026, an estimated $13.1K.
Okta made up 0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #282 holding.
Global Trust Asset Management first reported a position in Okta in Q4 2021 and has held it in 19 quarters since.
Global Trust Asset Management's Okta position peaked at $77K in Q1 2022.
825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.