Golden State Equity Partners’s Okta OKTA Stock Holding History

Golden State Equity Partners’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	–	Sell	-156	Closed	-$12.3K	–	1289
2026 Q1	$12.3K	Buy	+156	New	+$12.9K	﹤0.01%	1235

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 $3.37T AUM 44.26% 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

Golden State Equity Partners's OKTA Position: Q2 2026 in Review

Golden State Equity Partners sold out of Okta (OKTA) in Q2 2026, closing a stake of 156 shares — an estimated $12.3K sold.

Golden State Equity Partners first reported a position in OKTA in Q1 2026 and held it in 1 quarter. The position peaked at $12.3K in Q1 2026. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

Golden State Equity Partners reported no remaining Okta position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 156 Okta shares in Q2 2026, an estimated $12.3K.
Golden State Equity Partners first reported a position in Okta in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Okta position peaked at $12.3K in Q1 2026.
823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.