HighTower Advisors
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HighTower Advisors’s Okta OKTA Stock Holding History

HighTower Advisors’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
2025
Q2 		– Sell
-3,500
Closed -$12.5K – 3917
2025
Q1 		$12.5K Buy
+3,500
New +$342K ﹤0.01% 3548

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

HighTower Advisors's OKTA Position: Q2 2026 in Review

HighTower Advisors reduced its Okta (OKTA) stake by 2.6% in Q2 2026, selling an estimated $20.7K and leaving 8,082 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

HighTower Advisors first reported a position in OKTA in Q1 2018 and has held it in 34 quarters since. The position peaked at $19.8M in Q4 2020. 823 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • HighTower Advisors held 8,082 shares of Okta worth $1.1M as of Q2 2026.
  • HighTower Advisors sold 220 Okta shares in Q2 2026, an estimated $20.7K.
  • Okta made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2175 holding.
  • HighTower Advisors first reported a position in Okta in Q1 2018 and has held it in 34 quarters since.
  • HighTower Advisors's Okta position peaked at $19.8M in Q4 2020.
  • 823 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.