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High Net Worth Advisory Group’s Okta OKTA Stock Holding History

High Net Worth Advisory Group’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 		$547K Buy
+4,012
New +$377K 0.12% 143
2024
Q4 		– Sell
-3,673
Closed -$273K – 228
2024
Q3 		$273K Sell
3,673
-180
-5% -$15.7K 0.07% 182
2024
Q2 		$361K Sell
3,853
-32
-0.8% -$3.03K 0.11% 143
2024
Q1 		$406K Buy
+3,885
New +$358K 0.13% 133
2023
Q1 		– Sell
-1,230
Closed -$84K – 451
2022
Q4 		$84K Sell
1,230
-1,000
-45% -$57.1K 0.03% 260
2022
Q3 		$127K Buy
2,230
+765
+52% +$65.8K 0.05% 216
2022
Q2 		$132K Sell
1,465
-225
-13% -$24.3K 0.05% 219
2022
Q1 		$255K Buy
1,690
+90
+6% +$16.1K 0.09% 159
2021
Q4 		$359K Buy
+1,600
New +$381K 0.13% 137

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

High Net Worth Advisory Group's OKTA Position: Q2 2026 in Review

High Net Worth Advisory Group opened a new position in Okta (OKTA) in Q2 2026: 4,012 shares worth $547K. The stake represents 0.12% of the portfolio and ranks #143 among its holdings. This is a return to the name: High Net Worth Advisory Group previously reported a position in OKTA as recently as Q3 2024.

High Net Worth Advisory Group first reported a position in OKTA in Q4 2021 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • High Net Worth Advisory Group held 4,012 shares of Okta worth $547K as of Q2 2026.
  • Okta was a new High Net Worth Advisory Group position in Q2 2026.
  • Okta made up 0.12% of High Net Worth Advisory Group's portfolio in Q2 2026, its #143 holding.
  • High Net Worth Advisory Group first reported a position in Okta in Q4 2021 and has held it in 9 quarters since.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.