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High Note Wealth’s Okta OKTA Stock Holding History

High Note Wealth’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 		$2.73K Sell
20
-7
-26% -$658 ﹤0.01% 752
2026
Q1 		$2.13K Buy
27
+3
+13% +$249 ﹤0.01% 772
2025
Q4 		$2.08K Sell
24
-26
-52% -$2.27K ﹤0.01% 752
2025
Q3 		$4.58K Buy
50
+5
+11% +$467 ﹤0.01% 509
2025
Q2 		$4.5K Buy
+45
New +$4.81K ﹤0.01% 471

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 Note Wealth's OKTA Position: Q2 2026 in Review

High Note Wealth reduced its Okta (OKTA) stake by 26% in Q2 2026, selling an estimated $658 and leaving 20 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

High Note Wealth first reported a position in OKTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.58K in Q3 2025. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • High Note Wealth held 20 shares of Okta worth $2.73K as of Q2 2026.
  • High Note Wealth sold 7 Okta shares in Q2 2026, an estimated $658.
  • Okta made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #752 holding.
  • High Note Wealth first reported a position in Okta in Q2 2025 and has held it in 5 quarters since.
  • High Note Wealth's Okta position peaked at $4.58K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.