HWM
OKTA icon

HB Wealth Management’s Okta OKTA Stock Holding History

HB 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 		$383K Buy
2,806
+49
+2% +$4.61K ﹤0.01% 1245
2026
Q1 		$217K Buy
2,757
+122
+5% +$10.1K ﹤0.01% 1390
2025
Q4 		$228K Sell
2,635
-599
-19% -$52.3K ﹤0.01% 1278
2025
Q3 		$297K Buy
+3,234
New +$302K ﹤0.01% 1077
2025
Q2 		– Sell
-2,315
Closed -$244K – 1259
2025
Q1 		$244K Buy
+2,315
New +$226K ﹤0.01% 1050

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 $3.38T AUM 44.17% 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

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

HB Wealth Management increased its Okta (OKTA) stake by 1.8% in Q2 2026, buying an estimated $4.61K and bringing the position to 2,806 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

HB Wealth Management first reported a position in OKTA in Q1 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • HB Wealth Management held 2,806 shares of Okta worth $383K as of Q2 2026.
  • HB Wealth Management bought 49 Okta shares in Q2 2026, an estimated $4.61K.
  • Okta made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1245 holding.
  • HB Wealth Management first reported a position in Okta in Q1 2025 and has held it in 5 quarters since.
  • 825 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.