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Golden State Wealth Management’s Okta OKTA Stock Holding History

Golden State 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 		$85.8K Buy
629
+619
+6,190% +$58.2K 0.01% 608
2026
Q1 		$787 Sell
10
-22
-69% -$1.83K ﹤0.01% 1478
2025
Q4 		$2.77K Sell
32
-661
-95% -$57.7K ﹤0.01% 1331
2025
Q3 		$63.5K Sell
693
-165
-19% -$15.4K 0.01% 616
2025
Q2 		$85.8K Buy
858
+535
+166% +$57.1K 0.01% 523
2025
Q1 		$34K Buy
323
+22
+7% +$2.15K 0.01% 679
2024
Q4 		$23.7K Buy
+301
New +$23.3K ﹤0.01% 731
2019
Q2 		– Sell
-350
Closed -$29K – 1136
2019
Q1 		$29K Buy
+350
New +$27.7K 0.01% 552

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

Golden State Wealth Management's OKTA Position: Q2 2026 in Review

Golden State Wealth Management increased its Okta (OKTA) stake by 6,190% in Q2 2026, buying an estimated $58.2K and bringing the position to 629 shares worth $85.8K. The position accounts for 0.01% of the portfolio, ranked #608.

Golden State Wealth Management first reported a position in OKTA in Q1 2019 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • Golden State Wealth Management held 629 shares of Okta worth $85.8K as of Q2 2026.
  • Golden State Wealth Management bought 619 Okta shares in Q2 2026, an estimated $58.2K.
  • Okta made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Golden State Wealth Management first reported a position in Okta in Q1 2019 and has held it in 8 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.